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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 | $65,452 | $131,835-50.4% | $108,582-39.7% | $273,972-76.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.45% | -91.57%+100.0pp | -51.70%+60.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $2,055 | $4,913-58.2% | $3,758-45.3% | $4,869-57.8% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,726 | $10,253-83.2% | $7,645-77.4% | $10,133-83.0% |