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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 | $40,534 | $131,835-69.3% | $108,582-62.7% | $273,972-85.2% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 11.04% | -91.57%+102.6pp | -51.70%+62.7pp | 41.46%-30.4pp |
| Employer contribution / active EE | $9,061 | $4,913+84.4% | $3,758+141.1% | $4,869+86.1% |
| Participant deferral / active EE | $7,741 | $5,127+51.0% | $4,311+79.6% | $5,287+46.4% |
| Admin fee / account holder | $324 | $10,253-96.8% | $7,645-95.8% | $10,133-96.8% |