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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 | $60,984 | $131,835-53.7% | $108,582-43.8% | $273,972-77.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.75% | -91.57%+98.3pp | -51.70%+58.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $4,737 | $4,913-3.6% | $3,758+26.0% | $4,869-2.7% |
| Participant deferral / active EE | $3,751 | $5,127-26.9% | $4,311-13.0% | $5,287-29.1% |
| Admin fee / account holder | $981 | $10,253-90.4% | $7,645-87.2% | $10,133-90.3% |