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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 | $61,524 | $131,835-53.3% | $108,582-43.3% | $273,972-77.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 12.26% | -91.57%+103.8pp | -51.70%+64.0pp | 41.46%-29.2pp |
| Employer contribution / active EE | $2,326 | $4,913-52.7% | $3,758-38.1% | $4,869-52.2% |
| Participant deferral / active EE | $4,187 | $5,127-18.3% | $4,311-2.9% | $5,287-20.8% |
| Admin fee / account holder | $422 | $10,253-95.9% | $7,645-94.5% | $10,133-95.8% |