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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 | $41,657 | $131,835-68.4% | $108,582-61.6% | $273,972-84.8% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 3.74% | -91.57%+95.3pp | -51.70%+55.4pp | 41.46%-37.7pp |
| Employer contribution / active EE | $1,121 | $4,913-77.2% | $3,758-70.2% | $4,869-77.0% |
| Participant deferral / active EE | $6,346 | $5,127+23.8% | $4,311+47.2% | $5,287+20.0% |
| Admin fee / account holder | $1,741 | $10,253-83.0% | $7,645-77.2% | $10,133-82.8% |