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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 | $67,375 | $131,829-48.9% | $108,579-37.9% | $273,965-75.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 2.85% | -91.57%+94.4pp | -51.70%+54.5pp | 41.45%-38.6pp |
| Employer contribution / active EE | $3,451 | $4,912-29.7% | $3,758-8.2% | $4,869-29.1% |
| Participant deferral / active EE | $8,623 | $5,127+68.2% | $4,311+100.0% | $5,287+63.1% |
| Admin fee / account holder | $1,797 | $10,252-82.5% | $7,645-76.5% | $10,132-82.3% |