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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 | $53,467 | $131,835-59.4% | $108,582-50.8% | $273,972-80.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.61% | -91.57%+97.2pp | -51.70%+57.3pp | 41.46%-35.8pp |
| Employer contribution / active EE | $8,105 | $4,913+65.0% | $3,758+115.7% | $4,869+66.5% |
| Participant deferral / active EE | $7,612 | $5,127+48.5% | $4,311+76.6% | $5,287+44.0% |
| Admin fee / account holder | $955 | $10,253-90.7% | $7,645-87.5% | $10,133-90.6% |