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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 | $90,516 | $131,835-31.3% | $108,582-16.6% | $273,972-67.0% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 6.45% | -91.57%+98.0pp | -51.70%+58.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $3,475 | $4,913-29.3% | $3,758-7.5% | $4,869-28.6% |
| Participant deferral / active EE | $8,202 | $5,127+60.0% | $4,311+90.3% | $5,287+55.1% |
| Admin fee / account holder | $13,512 | $10,253+31.8% | $7,645+76.7% | $10,133+33.4% |