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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 | $49,317 | $131,835-62.6% | $108,582-54.6% | $273,972-82.0% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.6%+14.5pp | 83.0%+11.1pp |
| Annual return | 7.49% | -91.57%+99.1pp | -51.70%+59.2pp | 41.46%-34.0pp |
| Employer contribution / active EE | $2,336 | $4,913-52.4% | $3,758-37.8% | $4,869-52.0% |
| Participant deferral / active EE | $4,381 | $5,127-14.6% | $4,311+1.6% | $5,287-17.1% |
| Admin fee / account holder | $460 | $10,253-95.5% | $7,645-94.0% | $10,133-95.5% |