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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 | $62,733 | $131,835-52.4% | $108,582-42.2% | $273,972-77.1% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 9.67% | -91.57%+101.2pp | -51.70%+61.4pp | 41.46%-31.8pp |
| Employer contribution / active EE | $2,217 | $4,913-54.9% | $3,758-41.0% | $4,869-54.5% |
| Participant deferral / active EE | $4,868 | $5,127-5.1% | $4,311+12.9% | $5,287-7.9% |
| Admin fee / account holder | $473 | $10,253-95.4% | $7,645-93.8% | $10,133-95.3% |