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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 | $85,595 | $105,867-19.1% | $90,760-5.7% | $134,532-36.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 8.86% | -10.99%+19.9pp | -12.16%+21.0pp | 418.27%-409.4pp |
| Employer contribution / active EE | $17,189 | $3,464+396.3% | $2,922+488.3% | $4,741+262.5% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,168 | $13,936-70.1% | $8,444-50.6% | $11,429-63.5% |