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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 | $179,337 | $131,835+36.0% | $108,582+65.2% | $273,972-34.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.08% | -91.57%+97.6pp | -51.70%+57.8pp | 41.46%-35.4pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $12,481 | $5,127+143.4% | $4,311+189.5% | $5,287+136.1% |
| Admin fee / account holder | $5,851 | $10,253-42.9% | $7,645-23.5% | $10,133-42.3% |