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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 | $49,058 | $131,835-62.8% | $108,582-54.8% | $273,972-82.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 12.31% | -91.57%+103.9pp | -51.70%+64.0pp | 41.46%-29.1pp |
| Employer contribution / active EE | $3,183 | $4,913-35.2% | $3,758-15.3% | $4,869-34.6% |
| Participant deferral / active EE | $11,590 | $5,127+126.0% | $4,311+168.9% | $5,287+119.2% |
| Admin fee / account holder | $372 | $10,253-96.4% | $7,645-95.1% | $10,133-96.3% |