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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 | $211,357 | $131,835+60.3% | $108,582+94.7% | $273,972-22.9% |
| Participation rate | 81.0% | 83.5%-2.5pp | 79.6%+1.4pp | 83.0%-2.1pp |
| Annual return | 6.83% | -91.57%+98.4pp | -51.70%+58.5pp | 41.46%-34.6pp |
| Employer contribution / active EE | $4,852 | $4,913-1.2% | $3,758+29.1% | $4,869-0.3% |
| Participant deferral / active EE | $7,285 | $5,127+42.1% | $4,311+69.0% | $5,287+37.8% |
| Admin fee / account holder | $615 | $10,253-94.0% | $7,645-92.0% | $10,133-93.9% |