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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 | $87,448 | $131,835-33.7% | $108,582-19.5% | $273,972-68.1% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 16.30% | -91.57%+107.9pp | -51.70%+68.0pp | 41.46%-25.2pp |
| Employer contribution / active EE | $2,228 | $4,913-54.7% | $3,758-40.7% | $4,869-54.2% |
| Participant deferral / active EE | $2,832 | $5,127-44.8% | $4,311-34.3% | $5,287-46.4% |
| Admin fee / account holder | $3,031 | $10,253-70.4% | $7,645-60.4% | $10,133-70.1% |