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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 | $204,828 | $131,829+55.4% | $108,579+88.6% | $273,968-25.2% |
| Participation rate | 95.8% | 83.5%+12.4pp | 79.6%+16.3pp | 83.0%+12.8pp |
| Annual return | 5.99% | -91.57%+97.6pp | -51.70%+57.7pp | 41.45%-35.5pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,392 | $5,127+44.2% | $4,311+71.5% | $5,287+39.8% |
| Admin fee / account holder | $8,794 | $10,252-14.2% | $7,645+15.0% | $10,132-13.2% |