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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 | $66,263 | $131,835-49.7% | $108,582-39.0% | $273,972-75.8% |
| Participation rate | 84.2% | 83.5%+0.8pp | 79.6%+4.6pp | 83.0%+1.2pp |
| Annual return | 6.14% | -91.57%+97.7pp | -51.70%+57.8pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,958 | $4,913-60.1% | $3,758-47.9% | $4,869-59.8% |
| Participant deferral / active EE | $3,044 | $5,127-40.6% | $4,311-29.4% | $5,287-42.4% |
| Admin fee / account holder | $466 | $10,253-95.5% | $7,645-93.9% | $10,133-95.4% |