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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 | $56,358 | $131,835-57.3% | $108,582-48.1% | $273,972-79.4% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.6%+5.0pp | 83.0%+1.6pp |
| Annual return | 9.63% | -91.57%+101.2pp | -51.70%+61.3pp | 41.46%-31.8pp |
| Employer contribution / active EE | $1,390 | $4,913-71.7% | $3,758-63.0% | $4,869-71.5% |
| Participant deferral / active EE | $6,382 | $5,127+24.5% | $4,311+48.0% | $5,287+20.7% |
| Admin fee / account holder | $1,284 | $10,253-87.5% | $7,645-83.2% | $10,133-87.3% |