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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 | $48,167 | $131,835-63.5% | $108,582-55.6% | $273,972-82.4% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 10.80% | -91.57%+102.4pp | -51.70%+62.5pp | 41.46%-30.7pp |
| Employer contribution / active EE | $4,730 | $4,913-3.7% | $3,758+25.9% | $4,869-2.8% |
| Participant deferral / active EE | $9,199 | $5,127+79.4% | $4,311+113.4% | $5,287+74.0% |
| Admin fee / account holder | $6,845 | $10,253-33.2% | $7,645-10.5% | $10,133-32.4% |