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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 | $184,882 | $131,835+40.2% | $108,582+70.3% | $273,972-32.5% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 6.00% | -91.57%+97.6pp | -51.70%+57.7pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,193 | $4,913-55.4% | $3,758-41.7% | $4,869-55.0% |
| Participant deferral / active EE | $5,789 | $5,127+12.9% | $4,311+34.3% | $5,287+9.5% |
| Admin fee / account holder | $2,062 | $10,253-79.9% | $7,645-73.0% | $10,133-79.7% |