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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 | $76,861 | $131,835-41.7% | $108,582-29.2% | $273,972-71.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 11.61% | -91.57%+103.2pp | -51.70%+63.3pp | 41.46%-29.8pp |
| Employer contribution / active EE | $5,171 | $4,913+5.3% | $3,758+37.6% | $4,869+6.2% |
| Participant deferral / active EE | $10,896 | $5,127+112.5% | $4,311+152.8% | $5,287+106.1% |
| Admin fee / account holder | $659 | $10,253-93.6% | $7,645-91.4% | $10,133-93.5% |