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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 | $44,540 | $131,835-66.2% | $108,582-59.0% | $273,972-83.7% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 3.28% | -91.57%+94.8pp | -51.70%+55.0pp | 41.46%-38.2pp |
| Employer contribution / active EE | $15,106 | $4,913+207.5% | $3,758+301.9% | $4,869+210.3% |
| Participant deferral / active EE | $3,897 | $5,127-24.0% | $4,311-9.6% | $5,287-26.3% |
| Admin fee / account holder | $21,185 | $10,253+106.6% | $7,645+177.1% | $10,133+109.1% |