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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 | $53,543 | $131,835-59.4% | $108,582-50.7% | $273,972-80.5% |
| Participation rate | 82.4% | 83.5%-1.1pp | 79.6%+2.8pp | 83.0%-0.7pp |
| Annual return | 6.69% | -91.57%+98.3pp | -51.70%+58.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $4,087 | $4,913-16.8% | $3,758+8.7% | $4,869-16.1% |
| Participant deferral / active EE | $7,126 | $5,127+39.0% | $4,311+65.3% | $5,287+34.8% |
| Admin fee / account holder | $4,242 | $10,253-58.6% | $7,645-44.5% | $10,133-58.1% |