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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 | $67,704 | $131,835-48.6% | $108,582-37.6% | $273,972-75.3% |
| Participation rate | 94.7% | 83.5%+11.3pp | 79.6%+15.2pp | 83.0%+11.7pp |
| Annual return | 5.78% | -91.57%+97.3pp | -51.70%+57.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $2,530 | $4,913-48.5% | $3,758-32.7% | $4,869-48.0% |
| Participant deferral / active EE | $5,428 | $5,127+5.9% | $4,311+25.9% | $5,287+2.7% |
| Admin fee / account holder | $5,795 | $10,253-43.5% | $7,645-24.2% | $10,133-42.8% |