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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 | $35,665 | $131,835-72.9% | $108,582-67.2% | $273,972-87.0% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.6%-2.6pp | 83.0%-6.1pp |
| Annual return | 11.77% | -91.57%+103.3pp | -51.70%+63.5pp | 41.46%-29.7pp |
| Employer contribution / active EE | $1,557 | $4,913-68.3% | $3,758-58.6% | $4,869-68.0% |
| Participant deferral / active EE | $5,147 | $5,127+0.4% | $4,311+19.4% | $5,287-2.6% |
| Admin fee / account holder | $1,439 | $10,253-86.0% | $7,645-81.2% | $10,133-85.8% |