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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 | $67,333 | $131,835-48.9% | $108,582-38.0% | $273,972-75.4% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.6%+2.2pp | 83.0%-1.2pp |
| Annual return | 4.43% | -91.57%+96.0pp | -51.70%+56.1pp | 41.46%-37.0pp |
| Employer contribution / active EE | $5,854 | $4,913+19.2% | $3,758+55.8% | $4,869+20.2% |
| Participant deferral / active EE | $7,250 | $5,127+41.4% | $4,311+68.2% | $5,287+37.1% |
| Admin fee / account holder | $7,656 | $10,253-25.3% | $7,645+0.1% | $10,133-24.4% |