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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 | $50,016 | $131,835-62.1% | $108,582-53.9% | $273,972-81.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 29.61% | -91.57%+121.2pp | -51.70%+81.3pp | 41.46%-11.8pp |
| Employer contribution / active EE | $6,918 | $4,913+40.8% | $3,758+84.1% | $4,869+42.1% |
| Participant deferral / active EE | $7,633 | $5,127+48.9% | $4,311+77.1% | $5,287+44.4% |
| Admin fee / account holder | $919 | $10,253-91.0% | $7,645-88.0% | $10,133-90.9% |