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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 | $60,761 | $131,835-53.9% | $108,582-44.0% | $273,972-77.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 30.53% | -91.57%+122.1pp | -51.70%+82.2pp | 41.46%-10.9pp |
| Employer contribution / active EE | $1,606 | $4,913-67.3% | $3,758-57.3% | $4,869-67.0% |
| Participant deferral / active EE | $7,180 | $5,127+40.0% | $4,311+66.6% | $5,287+35.8% |
| Admin fee / account holder | $508 | $10,253-95.0% | $7,645-93.4% | $10,133-95.0% |