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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 | $49,248 | $131,835-62.6% | $108,582-54.6% | $273,972-82.0% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.6%+5.0pp | 83.0%+1.6pp |
| Annual return | 6.29% | -91.57%+97.9pp | -51.70%+58.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $4,004 | $4,913-18.5% | $3,758+6.5% | $4,869-17.8% |
| Participant deferral / active EE | $5,998 | $5,127+17.0% | $4,311+39.1% | $5,287+13.4% |
| Admin fee / account holder | $508 | $10,253-95.0% | $7,645-93.4% | $10,133-95.0% |