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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 | $156,127 | $131,835+18.4% | $108,582+43.8% | $273,972-43.0% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.6%-2.6pp | 83.0%-6.1pp |
| Annual return | 6.00% | -91.57%+97.6pp | -51.70%+57.7pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,416 | $4,913-50.8% | $3,758-35.7% | $4,869-50.4% |
| Participant deferral / active EE | $7,633 | $5,127+48.9% | $4,311+77.1% | $5,287+44.4% |
| Admin fee / account holder | $777 | $10,253-92.4% | $7,645-89.8% | $10,133-92.3% |