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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 | $98,280 | $131,835-25.5% | $108,582-9.5% | $273,972-64.1% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 7.32% | -91.57%+98.9pp | -51.70%+59.0pp | 41.46%-34.1pp |
| Employer contribution / active EE | $3,564 | $4,913-27.5% | $3,758-5.2% | $4,869-26.8% |
| Participant deferral / active EE | $4,366 | $5,127-14.9% | $4,311+1.3% | $5,287-17.4% |
| Admin fee / account holder | $19,614 | $10,253+91.3% | $7,645+156.6% | $10,133+93.6% |