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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 | $40,532 | $131,835-69.3% | $108,582-62.7% | $273,972-85.2% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.6%+5.0pp | 83.0%+1.6pp |
| Annual return | 5.83% | -91.57%+97.4pp | -51.70%+57.5pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,077 | $4,913-78.1% | $3,758-71.3% | $4,869-77.9% |
| Participant deferral / active EE | $1,831 | $5,127-64.3% | $4,311-57.5% | $5,287-65.4% |
| Admin fee / account holder | $3,016 | $10,253-70.6% | $7,645-60.6% | $10,133-70.2% |