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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 | $50,049 | $131,835-62.0% | $108,582-53.9% | $273,972-81.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.27% | -91.57%+100.8pp | -51.70%+61.0pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,865 | $4,913-62.0% | $3,758-50.4% | $4,869-61.7% |
| Participant deferral / active EE | $2,616 | $5,127-49.0% | $4,311-39.3% | $5,287-50.5% |
| Admin fee / account holder | $5,569 | $10,253-45.7% | $7,645-27.2% | $10,133-45.0% |