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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 | $51,726 | $131,835-60.8% | $108,582-52.4% | $273,972-81.1% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 14.09% | -91.57%+105.7pp | -51.70%+65.8pp | 41.46%-27.4pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,530 | $5,127-31.2% | $4,311-18.1% | $5,287-33.2% |
| Admin fee / account holder | $480 | $10,253-95.3% | $7,645-93.7% | $10,133-95.3% |