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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 | $36,253 | $131,835-72.5% | $108,582-66.6% | $273,972-86.8% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 4.53% | -91.57%+96.1pp | -51.70%+56.2pp | 41.46%-36.9pp |
| Employer contribution / active EE | $1,332 | $4,913-72.9% | $3,758-64.6% | $4,869-72.6% |
| Participant deferral / active EE | $2,545 | $5,127-50.4% | $4,311-41.0% | $5,287-51.9% |
| Admin fee / account holder | $15,310 | $10,253+49.3% | $7,645+100.3% | $10,133+51.1% |