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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 | $70,209 | $131,835-46.7% | $108,582-35.3% | $273,972-74.4% |
| Participation rate | 89.5% | 83.5%+6.0pp | 79.6%+9.9pp | 83.0%+6.5pp |
| Annual return | 8.86% | -91.57%+100.4pp | -51.70%+60.6pp | 41.46%-32.6pp |
| Employer contribution / active EE | $2,895 | $4,913-41.1% | $3,758-23.0% | $4,869-40.5% |
| Participant deferral / active EE | $6,427 | $5,127+25.4% | $4,311+49.1% | $5,287+21.6% |
| Admin fee / account holder | $2,072 | $10,253-79.8% | $7,645-72.9% | $10,133-79.6% |