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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 | $232,056 | $131,829+76.0% | $108,579+113.7% | $273,968-15.3% |
| Participation rate | 94.7% | 83.5%+11.3pp | 79.6%+15.2pp | 83.0%+11.7pp |
| Annual return | 7.65% | -91.57%+99.2pp | -51.70%+59.3pp | 41.45%-33.8pp |
| Employer contribution / active EE | $5,523 | $4,912+12.4% | $3,758+47.0% | $4,869+13.4% |
| Participant deferral / active EE | $5,310 | $5,127+3.6% | $4,311+23.2% | $5,287+0.4% |
| Admin fee / account holder | $2,635 | $10,252-74.3% | $7,645-65.5% | $10,132-74.0% |