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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 | $81,175 | $131,835-38.4% | $108,582-25.2% | $273,972-70.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 2.76% | -91.57%+94.3pp | -51.70%+54.5pp | 41.46%-38.7pp |
| Employer contribution / active EE | $9,222 | $4,913+87.7% | $3,758+145.4% | $4,869+89.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $24,618 | $10,253+140.1% | $7,645+222.0% | $10,133+143.0% |