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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 | $94,820 | $131,835-28.1% | $108,582-12.7% | $273,972-65.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 30.92% | -91.57%+122.5pp | -51.70%+82.6pp | 41.46%-10.5pp |
| Employer contribution / active EE | $16,416 | $4,913+234.1% | $3,758+336.8% | $4,869+237.2% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8,001 | $10,253-22.0% | $7,645+4.7% | $10,133-21.0% |