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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 | $67,810 | $131,835-48.6% | $108,582-37.5% | $273,972-75.2% |
| Participation rate | 88.2% | 83.5%+4.8pp | 79.6%+8.7pp | 83.0%+5.2pp |
| Annual return | 9.69% | -91.57%+101.3pp | -51.70%+61.4pp | 41.46%-31.8pp |
| Employer contribution / active EE | $2,210 | $4,913-55.0% | $3,758-41.2% | $4,869-54.6% |
| Participant deferral / active EE | $7,714 | $5,127+50.5% | $4,311+78.9% | $5,287+45.9% |
| Admin fee / account holder | $975 | $10,253-90.5% | $7,645-87.2% | $10,133-90.4% |