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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 | $88,138 | $131,829-33.1% | $108,579-18.8% | $273,968-67.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.24% | -91.57%+96.8pp | -51.70%+56.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,974 | $4,912-59.8% | $3,758-47.5% | $4,869-59.5% |
| Participant deferral / active EE | $2,247 | $5,127-56.2% | $4,311-47.9% | $5,287-57.5% |
| Admin fee / account holder | $2,396 | $10,252-76.6% | $7,645-68.7% | $10,132-76.3% |