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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 | $58,571 | $131,835-55.6% | $108,582-46.1% | $273,972-78.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.27% | -91.57%+98.8pp | -51.70%+59.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $5,060 | $4,913+3.0% | $3,758+34.6% | $4,869+3.9% |
| Participant deferral / active EE | $14,176 | $5,127+176.5% | $4,311+228.8% | $5,287+168.1% |
| Admin fee / account holder | $18,045 | $10,253+76.0% | $7,645+136.0% | $10,133+78.1% |