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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 | $237,525 | $131,835+80.2% | $108,582+118.8% | $273,972-13.3% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.6%-1.8pp | 83.0%-5.2pp |
| Annual return | 10.34% | -91.57%+101.9pp | -51.70%+62.0pp | 41.46%-31.1pp |
| Employer contribution / active EE | $1,618 | $4,913-67.1% | $3,758-56.9% | $4,869-66.8% |
| Participant deferral / active EE | $1,949 | $5,127-62.0% | $4,311-54.8% | $5,287-63.1% |
| Admin fee / account holder | $3,383 | $10,253-67.0% | $7,645-55.7% | $10,133-66.6% |