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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 | $208,208 | $131,835+57.9% | $108,582+91.8% | $273,972-24.0% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 6.57% | -91.57%+98.1pp | -51.70%+58.3pp | 41.46%-34.9pp |
| Employer contribution / active EE | $2,120 | $4,913-56.8% | $3,758-43.6% | $4,869-56.4% |
| Participant deferral / active EE | $6,559 | $5,127+27.9% | $4,311+52.2% | $5,287+24.1% |
| Admin fee / account holder | $53,852 | $10,253+425.3% | $7,645+604.4% | $10,133+431.5% |