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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 | $96,957 | $131,835-26.5% | $108,582-10.7% | $273,972-64.6% |
| Participation rate | 82.6% | 83.5%-0.8pp | 79.6%+3.0pp | 83.0%-0.4pp |
| Annual return | 5.09% | -91.57%+96.7pp | -51.70%+56.8pp | 41.46%-36.4pp |
| Employer contribution / active EE | $3,083 | $4,913-37.2% | $3,758-18.0% | $4,869-36.7% |
| Participant deferral / active EE | $6,522 | $5,127+27.2% | $4,311+51.3% | $5,287+23.4% |
| Admin fee / account holder | $1,936 | $10,253-81.1% | $7,645-74.7% | $10,133-80.9% |