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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 | $193,162 | $131,835+46.5% | $108,582+77.9% | $273,972-29.5% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 4.98% | -91.57%+96.6pp | -51.70%+56.7pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,529 | $4,913-68.9% | $3,758-59.3% | $4,869-68.6% |
| Participant deferral / active EE | $4,918 | $5,127-4.1% | $4,311+14.1% | $5,287-7.0% |
| Admin fee / account holder | $8,363 | $10,253-18.4% | $7,645+9.4% | $10,133-17.5% |