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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 | $64,009 | $131,835-51.4% | $108,582-41.1% | $273,972-76.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.84% | -91.57%+97.4pp | -51.70%+57.5pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,522 | $4,913-48.7% | $3,758-32.9% | $4,869-48.2% |
| Participant deferral / active EE | $3,739 | $5,127-27.1% | $4,311-13.3% | $5,287-29.3% |
| Admin fee / account holder | $808 | $10,253-92.1% | $7,645-89.4% | $10,133-92.0% |