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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 | $85,732 | $131,835-35.0% | $108,582-21.0% | $273,972-68.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.78% | -91.57%+98.4pp | -51.70%+58.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $5,039 | $4,913+2.6% | $3,758+34.1% | $4,869+3.5% |
| Participant deferral / active EE | $15,000 | $5,127+192.5% | $4,311+248.0% | $5,287+183.7% |
| Admin fee / account holder | $22,007 | $10,253+114.6% | $7,645+187.8% | $10,133+117.2% |