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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 | $88,123 | $131,835-33.2% | $108,582-18.8% | $273,972-67.8% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.6%+12.1pp | 83.0%+8.7pp |
| Annual return | 8.10% | -91.57%+99.7pp | -51.70%+59.8pp | 41.46%-33.4pp |
| Employer contribution / active EE | $15,215 | $4,913+209.7% | $3,758+304.8% | $4,869+212.5% |
| Participant deferral / active EE | $5,316 | $5,127+3.7% | $4,311+23.3% | $5,287+0.6% |
| Admin fee / account holder | $1,488 | $10,253-85.5% | $7,645-80.5% | $10,133-85.3% |