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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 | $92,097 | $131,835-30.1% | $108,582-15.2% | $273,972-66.4% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.6%+14.5pp | 83.0%+11.1pp |
| Annual return | 3.78% | -91.57%+95.4pp | -51.70%+55.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $5,583 | $4,913+13.7% | $3,758+48.6% | $4,869+14.7% |
| Participant deferral / active EE | $9,481 | $5,127+84.9% | $4,311+119.9% | $5,287+79.3% |
| Admin fee / account holder | $953 | $10,253-90.7% | $7,645-87.5% | $10,133-90.6% |