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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 | $84,037 | $110,083-23.7% | $151,639-44.6% | $68,486+22.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 4.56% | -10.12%+14.7pp | 3.34%+1.2pp | -7.85%+12.4pp |
| Employer contribution / active EE | $6,358 | $4,470+42.2% | $6,165+3.1% | $2,597+144.9% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,200 | $7,718+32.2% | $11,613-12.2% | $5,404+88.8% |