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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 | $87,426 | $131,835-33.7% | $108,582-19.5% | $273,972-68.1% |
| Participation rate | 84.2% | 83.5%+0.8pp | 79.6%+4.6pp | 83.0%+1.2pp |
| Annual return | 9.52% | -91.57%+101.1pp | -51.70%+61.2pp | 41.46%-31.9pp |
| Employer contribution / active EE | $3,343 | $4,913-31.9% | $3,758-11.0% | $4,869-31.3% |
| Participant deferral / active EE | $4,558 | $5,127-11.1% | $4,311+5.7% | $5,287-13.8% |
| Admin fee / account holder | $1,400 | $10,253-86.3% | $7,645-81.7% | $10,133-86.2% |