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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 | $92,701 | $131,835-29.7% | $108,582-14.6% | $273,972-66.2% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 8.16% | -91.57%+99.7pp | -51.70%+59.9pp | 41.46%-33.3pp |
| Employer contribution / active EE | $3,329 | $4,913-32.2% | $3,758-11.4% | $4,869-31.6% |
| Participant deferral / active EE | $5,636 | $5,127+9.9% | $4,311+30.7% | $5,287+6.6% |
| Admin fee / account holder | $571 | $10,253-94.4% | $7,645-92.5% | $10,133-94.4% |