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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 | $83,099 | $131,835-37.0% | $108,582-23.5% | $273,972-69.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.03% | -91.57%+101.6pp | -51.70%+61.7pp | 41.46%-31.4pp |
| Employer contribution / active EE | $2,344 | $4,913-52.3% | $3,758-37.6% | $4,869-51.9% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,079 | $10,253-50.5% | $7,645-33.6% | $10,133-49.9% |