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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 | $28,932 | $131,835-78.1% | $108,582-73.4% | $273,972-89.4% |
| Participation rate | 95.2% | 83.5%+11.8pp | 79.6%+15.7pp | 83.0%+12.2pp |
| Annual return | 6.92% | -91.57%+98.5pp | -51.70%+58.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,032 | $4,913-58.6% | $3,758-45.9% | $4,869-58.3% |
| Participant deferral / active EE | $3,358 | $5,127-34.5% | $4,311-22.1% | $5,287-36.5% |
| Admin fee / account holder | $2,564 | $10,253-75.0% | $7,645-66.5% | $10,133-74.7% |