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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 | $64,505 | $131,835-51.1% | $108,582-40.6% | $273,972-76.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.16% | -91.57%+97.7pp | -51.70%+57.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $13,061 | $4,913+165.9% | $3,758+247.5% | $4,869+168.3% |
| Participant deferral / active EE | $6,743 | $5,127+31.5% | $4,311+56.4% | $5,287+27.5% |
| Admin fee / account holder | $55,319 | $10,253+439.6% | $7,645+623.6% | $10,133+445.9% |