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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 | $45,948 | $131,835-65.1% | $108,582-57.7% | $273,972-83.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.35% | -91.57%+98.9pp | -51.70%+59.0pp | 41.46%-34.1pp |
| Employer contribution / active EE | $14,523 | $4,913+195.6% | $3,758+286.4% | $4,869+198.3% |
| Participant deferral / active EE | $14,100 | $5,127+175.0% | $4,311+227.1% | $5,287+166.7% |
| Admin fee / account holder | $2,836 | $10,253-72.3% | $7,645-62.9% | $10,133-72.0% |