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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 | $154,441 | $131,835+17.1% | $108,582+42.2% | $273,972-43.6% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.6%+5.0pp | 83.0%+1.6pp |
| Annual return | 3.65% | -91.57%+95.2pp | -51.70%+55.3pp | 41.46%-37.8pp |
| Employer contribution / active EE | $1,499 | $4,913-69.5% | $3,758-60.1% | $4,869-69.2% |
| Participant deferral / active EE | $1,856 | $5,127-63.8% | $4,311-57.0% | $5,287-64.9% |
| Admin fee / account holder | $28,771 | $10,253+180.6% | $7,645+276.3% | $10,133+183.9% |