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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 | $126,684 | $131,835-3.9% | $108,582+16.7% | $273,972-53.8% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 5.46% | -91.57%+97.0pp | -51.70%+57.2pp | 41.46%-36.0pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,695 | $5,127-27.9% | $4,311-14.3% | $5,287-30.1% |
| Admin fee / account holder | $11,799 | $10,253+15.1% | $7,645+54.3% | $10,133+16.4% |