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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 | $83,400 | $131,835-36.7% | $108,582-23.2% | $273,972-69.6% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 5.88% | -91.57%+97.5pp | -51.70%+57.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,000 | $4,913-59.3% | $3,758-46.8% | $4,869-58.9% |
| Participant deferral / active EE | $2,475 | $5,127-51.7% | $4,311-42.6% | $5,287-53.2% |
| Admin fee / account holder | $14,033 | $10,253+36.9% | $7,645+83.5% | $10,133+38.5% |