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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 | $77,096 | $131,835-41.5% | $108,582-29.0% | $273,972-71.9% |
| Participation rate | 95.5% | 83.5%+12.0pp | 79.6%+15.9pp | 83.0%+12.4pp |
| Annual return | 4.03% | -91.57%+95.6pp | -51.70%+55.7pp | 41.46%-37.4pp |
| Employer contribution / active EE | $2,807 | $4,913-42.9% | $3,758-25.3% | $4,869-42.4% |
| Participant deferral / active EE | $5,508 | $5,127+7.4% | $4,311+27.8% | $5,287+4.2% |
| Admin fee / account holder | $8,600 | $10,253-16.1% | $7,645+12.5% | $10,133-15.1% |