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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 | $94,841 | $131,835-28.1% | $108,582-12.7% | $273,972-65.4% |
| Participation rate | 78.6% | 83.5%-4.9pp | 79.6%-1.0pp | 83.0%-4.4pp |
| Annual return | 25.48% | -91.57%+117.1pp | -51.70%+77.2pp | 41.46%-16.0pp |
| Employer contribution / active EE | $4,500 | $4,913-8.4% | $3,758+19.7% | $4,869-7.6% |
| Participant deferral / active EE | $9,644 | $5,127+88.1% | $4,311+123.7% | $5,287+82.4% |
| Admin fee / account holder | $1,643 | $10,253-84.0% | $7,645-78.5% | $10,133-83.8% |