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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 | $77,372 | $131,835-41.3% | $108,582-28.7% | $273,972-71.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.21% | -91.57%+99.8pp | -51.70%+59.9pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,790 | $4,913-43.2% | $3,758-25.8% | $4,869-42.7% |
| Participant deferral / active EE | $3,841 | $5,127-25.1% | $4,311-10.9% | $5,287-27.4% |
| Admin fee / account holder | $485 | $10,253-95.3% | $7,645-93.7% | $10,133-95.2% |