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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 | $115,214 | $131,835-12.6% | $108,582+6.1% | $273,972-57.9% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.6%+12.1pp | 83.0%+8.7pp |
| Annual return | 7.43% | -91.57%+99.0pp | -51.70%+59.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $2,972 | $4,913-39.5% | $3,758-20.9% | $4,869-39.0% |
| Participant deferral / active EE | $5,944 | $5,127+15.9% | $4,311+37.9% | $5,287+12.4% |
| Admin fee / account holder | $2,048 | $10,253-80.0% | $7,645-73.2% | $10,133-79.8% |