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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 | $80,869 | $131,835-38.7% | $108,582-25.5% | $273,972-70.5% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 7.53% | -91.57%+99.1pp | -51.70%+59.2pp | 41.46%-33.9pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,888 | $5,127+34.3% | $4,311+59.8% | $5,287+30.3% |
| Admin fee / account holder | $9,011 | $10,253-12.1% | $7,645+17.9% | $10,133-11.1% |