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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 | $59,025 | $131,835-55.2% | $108,582-45.6% | $273,972-78.5% |
| Participation rate | 84.2% | 83.5%+0.8pp | 79.6%+4.6pp | 83.0%+1.2pp |
| Annual return | 6.55% | -91.57%+98.1pp | -51.70%+58.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $4,832 | $4,913-1.7% | $3,758+28.6% | $4,869-0.8% |
| Participant deferral / active EE | $5,461 | $5,127+6.5% | $4,311+26.7% | $5,287+3.3% |
| Admin fee / account holder | $548 | $10,253-94.7% | $7,645-92.8% | $10,133-94.6% |