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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 | $42,797 | $131,835-67.5% | $108,582-60.6% | $273,972-84.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 26.71% | -91.57%+118.3pp | -51.70%+78.4pp | 41.46%-14.7pp |
| Employer contribution / active EE | $3,460 | $4,913-29.6% | $3,758-7.9% | $4,869-28.9% |
| Participant deferral / active EE | $4,479 | $5,127-12.6% | $4,311+3.9% | $5,287-15.3% |
| Admin fee / account holder | $3,443 | $10,253-66.4% | $7,645-55.0% | $10,133-66.0% |