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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 | $43,099 | $131,835-67.3% | $108,582-60.3% | $273,972-84.3% |
| Participation rate | 78.6% | 83.5%-4.9pp | 79.6%-1.0pp | 83.0%-4.4pp |
| Annual return | 24.45% | -91.57%+116.0pp | -51.70%+76.2pp | 41.46%-17.0pp |
| Employer contribution / active EE | $4,177 | $4,913-15.0% | $3,758+11.1% | $4,869-14.2% |
| Participant deferral / active EE | $7,439 | $5,127+45.1% | $4,311+72.6% | $5,287+40.7% |
| Admin fee / account holder | $3,235 | $10,253-68.4% | $7,645-57.7% | $10,133-68.1% |