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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 | $112,770 | $131,835-14.5% | $108,582+3.9% | $273,972-58.8% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 6.40% | -91.57%+98.0pp | -51.70%+58.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,255 | $4,913-74.5% | $3,758-66.6% | $4,869-74.2% |
| Participant deferral / active EE | $1,641 | $5,127-68.0% | $4,311-61.9% | $5,287-69.0% |
| Admin fee / account holder | $1,155 | $10,253-88.7% | $7,645-84.9% | $10,133-88.6% |