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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 | $58,910 | $131,835-55.3% | $108,582-45.7% | $273,972-78.5% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 9.35% | -91.57%+100.9pp | -51.70%+61.1pp | 41.46%-32.1pp |
| Employer contribution / active EE | $5,579 | $4,913+13.6% | $3,758+48.4% | $4,869+14.6% |
| Participant deferral / active EE | $4,365 | $5,127-14.9% | $4,311+1.2% | $5,287-17.4% |
| Admin fee / account holder | $5,563 | $10,253-45.7% | $7,645-27.2% | $10,133-45.1% |