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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 | $78,004 | $131,835-40.8% | $108,582-28.2% | $273,972-71.5% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.6%+13.3pp | 83.0%+9.8pp |
| Annual return | 9.07% | -91.57%+100.6pp | -51.70%+60.8pp | 41.46%-32.4pp |
| Employer contribution / active EE | $9,175 | $4,913+86.8% | $3,758+144.1% | $4,869+88.4% |
| Participant deferral / active EE | $5,438 | $5,127+6.1% | $4,311+26.1% | $5,287+2.9% |
| Admin fee / account holder | $2,471 | $10,253-75.9% | $7,645-67.7% | $10,133-75.6% |