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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 | $97,924 | $131,835-25.7% | $108,582-9.8% | $273,972-64.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 21.26% | -91.57%+112.8pp | -51.70%+73.0pp | 41.46%-20.2pp |
| Employer contribution / active EE | $5,101 | $4,913+3.8% | $3,758+35.7% | $4,869+4.8% |
| Participant deferral / active EE | $6,538 | $5,127+27.5% | $4,311+51.7% | $5,287+23.7% |
| Admin fee / account holder | $11,930 | $10,253+16.4% | $7,645+56.0% | $10,133+17.7% |