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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 | $29,104 | $131,835-77.9% | $108,582-73.2% | $273,972-89.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.83% | -91.57%+98.4pp | -51.70%+58.5pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,793 | $4,913-63.5% | $3,758-52.3% | $4,869-63.2% |
| Participant deferral / active EE | $3,973 | $5,127-22.5% | $4,311-7.8% | $5,287-24.9% |
| Admin fee / account holder | $1,848 | $10,253-82.0% | $7,645-75.8% | $10,133-81.8% |