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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 | $31,002 | $131,835-76.5% | $108,582-71.4% | $273,972-88.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.12% | -91.57%+99.7pp | -51.70%+59.8pp | 41.46%-33.3pp |
| Employer contribution / active EE | $2,726 | $4,913-44.5% | $3,758-27.5% | $4,869-44.0% |
| Participant deferral / active EE | $9,882 | $5,127+92.7% | $4,311+129.2% | $5,287+86.9% |
| Admin fee / account holder | $309 | $10,253-97.0% | $7,645-96.0% | $10,133-97.0% |