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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,251 | $131,835+20.8% | $108,582+46.7% | $273,972-41.9% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 9.60% | -91.57%+101.2pp | -51.70%+61.3pp | 41.46%-31.9pp |
| Employer contribution / active EE | $3,582 | $4,913-27.1% | $3,758-4.7% | $4,869-26.4% |
| Participant deferral / active EE | $5,890 | $5,127+14.9% | $4,311+36.6% | $5,287+11.4% |
| Admin fee / account holder | $837 | $10,253-91.8% | $7,645-89.1% | $10,133-91.7% |