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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 | $72,624 | $131,835-44.9% | $108,582-33.1% | $273,972-73.5% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.6%+7.1pp | 83.0%+3.7pp |
| Annual return | 7.12% | -91.57%+98.7pp | -51.70%+58.8pp | 41.46%-34.3pp |
| Employer contribution / active EE | $3,584 | $4,913-27.0% | $3,758-4.6% | $4,869-26.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,109 | $10,253-89.2% | $7,645-85.5% | $10,133-89.1% |