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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 | $94,447 | $131,835-28.4% | $108,582-13.0% | $273,970-65.5% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.6%-6.8pp | 83.0%-10.3pp |
| Annual return | 6.03% | -91.57%+97.6pp | -51.70%+57.7pp | 41.46%-35.4pp |
| Employer contribution / active EE | $3,699 | $4,913-24.7% | $3,758-1.6% | $4,869-24.0% |
| Participant deferral / active EE | $6,350 | $5,127+23.8% | $4,311+47.3% | $5,287+20.1% |
| Admin fee / account holder | $1,251 | $10,253-87.8% | $7,645-83.6% | $10,132-87.6% |