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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 | $52,088 | $131,835-60.5% | $108,582-52.0% | $273,972-81.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.28% | -91.57%+94.9pp | -51.70%+55.0pp | 41.46%-38.2pp |
| Employer contribution / active EE | $7,649 | $4,913+55.7% | $3,758+103.5% | $4,869+57.1% |
| Participant deferral / active EE | $2,113 | $5,127-58.8% | $4,311-51.0% | $5,287-60.0% |
| Admin fee / account holder | $316 | $10,253-96.9% | $7,645-95.9% | $10,133-96.9% |