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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 | $73,280 | $131,835-44.4% | $108,582-32.5% | $273,972-73.3% |
| Participation rate | 72.2% | 83.5%-11.2pp | 79.6%-7.3pp | 83.0%-10.8pp |
| Annual return | 5.06% | -91.57%+96.6pp | -51.70%+56.8pp | 41.46%-36.4pp |
| Employer contribution / active EE | $976 | $4,913-80.1% | $3,758-74.0% | $4,869-80.0% |
| Participant deferral / active EE | $3,250 | $5,127-36.6% | $4,311-24.6% | $5,287-38.5% |
| Admin fee / account holder | $4,809 | $10,253-53.1% | $7,645-37.1% | $10,133-52.5% |