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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 | $50,959 | $131,835-61.3% | $108,582-53.1% | $273,972-81.4% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.6%+14.2pp | 83.0%+10.7pp |
| Annual return | 6.34% | -91.57%+97.9pp | -51.70%+58.0pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,250 | $4,913-54.2% | $3,758-40.1% | $4,869-53.8% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $511 | $10,253-95.0% | $7,645-93.3% | $10,133-95.0% |