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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 | $33,381 | $131,835-74.7% | $108,582-69.3% | $273,972-87.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.23% | -91.57%+94.8pp | -51.70%+54.9pp | 41.46%-38.2pp |
| Employer contribution / active EE | $3,302 | $4,913-32.8% | $3,758-12.2% | $4,869-32.2% |
| Participant deferral / active EE | $6,486 | $5,127+26.5% | $4,311+50.4% | $5,287+22.7% |
| Admin fee / account holder | $554 | $10,253-94.6% | $7,645-92.8% | $10,133-94.5% |