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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 | $103,775 | $131,835-21.3% | $108,582-4.4% | $273,972-62.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.81% | -91.57%+98.4pp | -51.70%+58.5pp | 41.46%-34.6pp |
| Employer contribution / active EE | $7,358 | $4,913+49.8% | $3,758+95.8% | $4,869+51.1% |
| Participant deferral / active EE | $1,846 | $5,127-64.0% | $4,311-57.2% | $5,287-65.1% |
| Admin fee / account holder | $4,244 | $10,253-58.6% | $7,645-44.5% | $10,133-58.1% |