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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 | $40,858 | $131,835-69.0% | $108,582-62.4% | $273,972-85.1% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 10.31% | -91.57%+101.9pp | -51.70%+62.0pp | 41.46%-31.1pp |
| Employer contribution / active EE | $1,905 | $4,913-61.2% | $3,758-49.3% | $4,869-60.9% |
| Participant deferral / active EE | $2,765 | $5,127-46.1% | $4,311-35.9% | $5,287-47.7% |
| Admin fee / account holder | $3,739 | $10,253-63.5% | $7,645-51.1% | $10,133-63.1% |