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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 | $155,472 | $131,835+17.9% | $108,582+43.2% | $273,972-43.3% |
| Participation rate | 87.0% | 83.5%+3.5pp | 79.6%+7.4pp | 83.0%+3.9pp |
| Annual return | 2.57% | -91.57%+94.1pp | -51.70%+54.3pp | 41.46%-38.9pp |
| Employer contribution / active EE | $1,565 | $4,913-68.2% | $3,758-58.4% | $4,869-67.9% |
| Participant deferral / active EE | $2,509 | $5,127-51.1% | $4,311-41.8% | $5,287-52.5% |
| Admin fee / account holder | $605 | $10,253-94.1% | $7,645-92.1% | $10,133-94.0% |