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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 | $63,978 | $131,835-51.5% | $108,582-41.1% | $273,972-76.6% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 10.10% | -91.57%+101.7pp | -51.70%+61.8pp | 41.46%-31.4pp |
| Employer contribution / active EE | $1,285 | $4,913-73.8% | $3,758-65.8% | $4,869-73.6% |
| Participant deferral / active EE | $2,803 | $5,127-45.3% | $4,311-35.0% | $5,287-47.0% |
| Admin fee / account holder | $32,181 | $10,253+213.9% | $7,645+320.9% | $10,133+217.6% |