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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 | $94,705 | $131,835-28.2% | $108,582-12.8% | $273,972-65.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.81% | -91.57%+99.4pp | -51.70%+59.5pp | 41.46%-33.6pp |
| Employer contribution / active EE | $23,397 | $4,913+376.3% | $3,758+522.5% | $4,869+380.6% |
| Participant deferral / active EE | $24,000 | $5,127+368.1% | $4,311+456.7% | $5,287+353.9% |
| Admin fee / account holder | $893 | $10,253-91.3% | $7,645-88.3% | $10,133-91.2% |