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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 | $144,874 | $131,835+9.9% | $108,582+33.4% | $273,972-47.1% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 17.07% | -91.57%+108.6pp | -51.70%+68.8pp | 41.46%-24.4pp |
| Employer contribution / active EE | $2,915 | $4,913-40.7% | $3,758-22.4% | $4,869-40.1% |
| Participant deferral / active EE | $5,777 | $5,127+12.7% | $4,311+34.0% | $5,287+9.3% |
| Admin fee / account holder | $4,239 | $10,253-58.7% | $7,645-44.6% | $10,133-58.2% |