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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 | $50,738 | $131,835-61.5% | $108,582-53.3% | $273,972-81.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 43.73% | -91.57%+135.3pp | -51.70%+95.4pp | 41.46%+2.3pp |
| Employer contribution / active EE | $1,360 | $4,913-72.3% | $3,758-63.8% | $4,869-72.1% |
| Participant deferral / active EE | $8,128 | $5,127+58.5% | $4,311+88.5% | $5,287+53.7% |
| Admin fee / account holder | $542 | $10,253-94.7% | $7,645-92.9% | $10,133-94.6% |