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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 | $58,470 | $131,835-55.6% | $108,582-46.2% | $273,972-78.7% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 10.65% | -91.57%+102.2pp | -51.70%+62.3pp | 41.46%-30.8pp |
| Employer contribution / active EE | $7,642 | $4,913+55.6% | $3,758+103.3% | $4,869+57.0% |
| Participant deferral / active EE | $5,574 | $5,127+8.7% | $4,311+29.3% | $5,287+5.4% |
| Admin fee / account holder | $376 | $10,253-96.3% | $7,645-95.1% | $10,133-96.3% |