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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 | $43,048 | $131,835-67.3% | $108,582-60.4% | $273,972-84.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.15% | -91.57%+99.7pp | -51.70%+59.8pp | 41.46%-33.3pp |
| Employer contribution / active EE | $5,210 | $4,913+6.1% | $3,758+38.6% | $4,869+7.0% |
| Participant deferral / active EE | $5,611 | $5,127+9.4% | $4,311+30.1% | $5,287+6.1% |
| Admin fee / account holder | $6,215 | $10,253-39.4% | $7,645-18.7% | $10,133-38.7% |