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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 | $140,233 | $131,835+6.4% | $108,582+29.1% | $273,972-48.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 11.80% | -91.57%+103.4pp | -51.70%+63.5pp | 41.46%-29.7pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,787 | $5,127+71.4% | $4,311+103.8% | $5,287+66.2% |
| Admin fee / account holder | $1,216 | $10,253-88.1% | $7,645-84.1% | $10,133-88.0% |