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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 | $34,288 | $131,835-74.0% | $108,582-68.4% | $273,972-87.5% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.6%+14.5pp | 83.0%+11.1pp |
| Annual return | 10.41% | -91.57%+102.0pp | -51.70%+62.1pp | 41.46%-31.0pp |
| Employer contribution / active EE | $4,210 | $4,913-14.3% | $3,758+12.0% | $4,869-13.5% |
| Participant deferral / active EE | $4,088 | $5,127-20.3% | $4,311-5.2% | $5,287-22.7% |
| Admin fee / account holder | $449 | $10,253-95.6% | $7,645-94.1% | $10,133-95.6% |