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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 | $28,961 | $131,835-78.0% | $108,582-73.3% | $273,972-89.4% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 9.35% | -91.57%+100.9pp | -51.70%+61.0pp | 41.46%-32.1pp |
| Employer contribution / active EE | $1,133 | $4,913-76.9% | $3,758-69.9% | $4,869-76.7% |
| Participant deferral / active EE | $4,401 | $5,127-14.2% | $4,311+2.1% | $5,287-16.8% |
| Admin fee / account holder | $683 | $10,253-93.3% | $7,645-91.1% | $10,133-93.3% |