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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 | $37,867 | $131,835-71.3% | $108,582-65.1% | $273,972-86.2% |
| Participation rate | 82.6% | 83.5%-0.8pp | 79.6%+3.0pp | 83.0%-0.4pp |
| Annual return | 9.90% | -91.57%+101.5pp | -51.70%+61.6pp | 41.46%-31.6pp |
| Employer contribution / active EE | $1,793 | $4,913-63.5% | $3,758-52.3% | $4,869-63.2% |
| Participant deferral / active EE | $3,027 | $5,127-41.0% | $4,311-29.8% | $5,287-42.7% |
| Admin fee / account holder | $5,655 | $10,253-44.8% | $7,645-26.0% | $10,133-44.2% |