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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 | $100,881 | $131,835-23.5% | $108,582-7.1% | $273,972-63.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.85% | -91.57%+101.4pp | -51.70%+61.5pp | 41.46%-31.6pp |
| Employer contribution / active EE | $10,835 | $4,913+120.5% | $3,758+188.3% | $4,869+122.5% |
| Participant deferral / active EE | $9,090 | $5,127+77.3% | $4,311+110.8% | $5,287+71.9% |
| Admin fee / account holder | $908 | $10,253-91.1% | $7,645-88.1% | $10,133-91.0% |