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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 | $32,944 | $131,835-75.0% | $108,582-69.7% | $273,972-88.0% |
| Participation rate | 88.2% | 83.5%+4.8pp | 79.6%+8.7pp | 83.0%+5.2pp |
| Annual return | 6.81% | -91.57%+98.4pp | -51.70%+58.5pp | 41.46%-34.6pp |
| Employer contribution / active EE | $4,392 | $4,913-10.6% | $3,758+16.9% | $4,869-9.8% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,301 | $10,253-87.3% | $7,645-83.0% | $10,133-87.2% |