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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 | $80,866 | $131,835-38.7% | $108,582-25.5% | $273,972-70.5% |
| Participation rate | 88.2% | 83.5%+4.8pp | 79.6%+8.7pp | 83.0%+5.2pp |
| Annual return | 2.66% | -91.57%+94.2pp | -51.70%+54.4pp | 41.46%-38.8pp |
| Employer contribution / active EE | $7,765 | $4,913+58.1% | $3,758+106.6% | $4,869+59.5% |
| Participant deferral / active EE | $8,095 | $5,127+57.9% | $4,311+87.8% | $5,287+53.1% |
| Admin fee / account holder | $89,615 | $10,253+774.1% | $7,645+1072.2% | $10,133+784.4% |