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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 | $79,538 | $131,835-39.7% | $108,582-26.7% | $273,972-71.0% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.6%+11.3pp | 83.0%+7.9pp |
| Annual return | 3.47% | -91.57%+95.0pp | -51.70%+55.2pp | 41.46%-38.0pp |
| Employer contribution / active EE | $1,715 | $4,913-65.1% | $3,758-54.4% | $4,869-64.8% |
| Participant deferral / active EE | $3,399 | $5,127-33.7% | $4,311-21.2% | $5,287-35.7% |
| Admin fee / account holder | $13,694 | $10,253+33.6% | $7,645+79.1% | $10,133+35.1% |