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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 | $35,878 | $131,835-72.8% | $108,582-67.0% | $273,972-86.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.18% | -91.57%+101.8pp | -51.70%+61.9pp | 41.46%-31.3pp |
| Employer contribution / active EE | $3,242 | $4,913-34.0% | $3,758-13.7% | $4,869-33.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,242 | $10,253-39.1% | $7,645-18.4% | $10,133-38.4% |