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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 | $37,777 | $131,835-71.3% | $108,582-65.2% | $273,972-86.2% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.6%-1.8pp | 83.0%-5.2pp |
| Annual return | 10.23% | -91.57%+101.8pp | -51.70%+61.9pp | 41.46%-31.2pp |
| Employer contribution / active EE | $10,374 | $4,913+111.2% | $3,758+176.0% | $4,869+113.1% |
| Participant deferral / active EE | $7,431 | $5,127+44.9% | $4,311+72.4% | $5,287+40.6% |
| Admin fee / account holder | $854 | $10,253-91.7% | $7,645-88.8% | $10,133-91.6% |