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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 | $92,722 | $131,835-29.7% | $108,582-14.6% | $273,972-66.2% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.6%+14.2pp | 83.0%+10.7pp |
| Annual return | 3.79% | -91.57%+95.4pp | -51.70%+55.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,236 | $5,127-17.4% | $4,311-1.7% | $5,287-19.9% |
| Admin fee / account holder | $3,892 | $10,253-62.0% | $7,645-49.1% | $10,133-61.6% |