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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 | $52,577 | $131,829-60.1% | $108,579-51.6% | $273,968-80.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.81% | -91.57%+98.4pp | -51.70%+58.5pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,176 | $4,912-55.7% | $3,758-42.1% | $4,869-55.3% |
| Participant deferral / active EE | $3,305 | $5,127-35.5% | $4,311-23.3% | $5,287-37.5% |
| Admin fee / account holder | $5,451 | $10,252-46.8% | $7,645-28.7% | $10,132-46.2% |