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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 | $77,738 | $131,835-41.0% | $108,582-28.4% | $273,972-71.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.68% | -91.57%+101.2pp | -51.70%+61.4pp | 41.46%-31.8pp |
| Employer contribution / active EE | $3,122 | $4,913-36.4% | $3,758-16.9% | $4,869-35.9% |
| Participant deferral / active EE | $4,467 | $5,127-12.9% | $4,311+3.6% | $5,287-15.5% |
| Admin fee / account holder | $14,523 | $10,253+41.7% | $7,645+90.0% | $10,133+43.3% |