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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 | $54,938 | $131,835-58.3% | $108,582-49.4% | $273,972-79.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 14.01% | -91.57%+105.6pp | -51.70%+65.7pp | 41.46%-27.4pp |
| Employer contribution / active EE | $18,717 | $4,913+281.0% | $3,758+398.0% | $4,869+284.4% |
| Participant deferral / active EE | $12,077 | $5,127+135.5% | $4,311+180.1% | $5,287+128.4% |
| Admin fee / account holder | $912 | $10,253-91.1% | $7,645-88.1% | $10,133-91.0% |