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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 | $63,371 | $131,835-51.9% | $108,582-41.6% | $273,972-76.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.09% | -91.57%+96.7pp | -51.70%+56.8pp | 41.46%-36.4pp |
| Employer contribution / active EE | $1,247 | $4,913-74.6% | $3,758-66.8% | $4,869-74.4% |
| Participant deferral / active EE | $1,498 | $5,127-70.8% | $4,311-65.3% | $5,287-71.7% |
| Admin fee / account holder | $1,650 | $10,253-83.9% | $7,645-78.4% | $10,133-83.7% |