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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 | $45,856 | $131,835-65.2% | $108,582-57.8% | $273,972-83.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.94% | -91.57%+96.5pp | -51.70%+56.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $8,679 | $4,913+76.7% | $3,758+130.9% | $4,869+78.3% |
| Participant deferral / active EE | $5,341 | $5,127+4.2% | $4,311+23.9% | $5,287+1.0% |
| Admin fee / account holder | $1,754 | $10,253-82.9% | $7,645-77.1% | $10,133-82.7% |