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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 | $71,180 | $131,835-46.0% | $108,582-34.4% | $273,972-74.0% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 10.79% | -91.57%+102.4pp | -51.70%+62.5pp | 41.46%-30.7pp |
| Employer contribution / active EE | $2,474 | $4,913-49.6% | $3,758-34.2% | $4,869-49.2% |
| Participant deferral / active EE | $4,923 | $5,127-4.0% | $4,311+14.2% | $5,287-6.9% |
| Admin fee / account holder | $31,750 | $10,253+209.7% | $7,645+315.3% | $10,133+213.3% |