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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 | $103,027 | $131,835-21.9% | $108,582-5.1% | $273,972-62.4% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 12.24% | -91.57%+103.8pp | -51.70%+63.9pp | 41.46%-29.2pp |
| Employer contribution / active EE | $2,192 | $4,913-55.4% | $3,758-41.7% | $4,869-55.0% |
| Participant deferral / active EE | $11,215 | $5,127+118.7% | $4,311+160.2% | $5,287+112.1% |
| Admin fee / account holder | $433 | $10,253-95.8% | $7,645-94.3% | $10,133-95.7% |