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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 | $41,462 | $131,835-68.5% | $108,582-61.8% | $273,972-84.9% |
| Participation rate | 89.5% | 83.5%+6.0pp | 79.6%+9.9pp | 83.0%+6.5pp |
| Annual return | 10.26% | -91.57%+101.8pp | -51.70%+62.0pp | 41.46%-31.2pp |
| Employer contribution / active EE | $974 | $4,913-80.2% | $3,758-74.1% | $4,869-80.0% |
| Participant deferral / active EE | $3,834 | $5,127-25.2% | $4,311-11.1% | $5,287-27.5% |
| Admin fee / account holder | $1,030 | $10,253-90.0% | $7,645-86.5% | $10,133-89.8% |