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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 | $86,107 | $131,835-34.7% | $108,582-20.7% | $273,972-68.6% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 9.25% | -91.57%+100.8pp | -51.70%+60.9pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,256 | $4,913-74.4% | $3,758-66.6% | $4,869-74.2% |
| Participant deferral / active EE | $4,176 | $5,127-18.6% | $4,311-3.1% | $5,287-21.0% |
| Admin fee / account holder | $18,275 | $10,253+78.2% | $7,645+139.0% | $10,133+80.4% |