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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 | $70,665 | $131,835-46.4% | $108,582-34.9% | $273,972-74.2% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.6%+14.2pp | 83.0%+10.7pp |
| Annual return | 5.18% | -91.57%+96.8pp | -51.70%+56.9pp | 41.46%-36.3pp |
| Employer contribution / active EE | $2,237 | $4,913-54.5% | $3,758-40.5% | $4,869-54.1% |
| Participant deferral / active EE | $2,920 | $5,127-43.1% | $4,311-32.3% | $5,287-44.8% |
| Admin fee / account holder | $7,345 | $10,253-28.4% | $7,645-3.9% | $10,133-27.5% |