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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 | $35,454 | $131,835-73.1% | $108,582-67.3% | $273,972-87.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.18% | -91.57%+98.8pp | -51.70%+58.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,693 | $4,913-65.5% | $3,758-54.9% | $4,869-65.2% |
| Participant deferral / active EE | $7,600 | $5,127+48.2% | $4,311+76.3% | $5,287+43.7% |
| Admin fee / account holder | $437 | $10,253-95.7% | $7,645-94.3% | $10,133-95.7% |