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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 | $108,047 | $131,835-18.0% | $108,582-0.5% | $273,972-60.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.31% | -91.57%+100.9pp | -51.70%+61.0pp | 41.46%-32.1pp |
| Employer contribution / active EE | $5,394 | $4,913+9.8% | $3,758+43.5% | $4,869+10.8% |
| Participant deferral / active EE | $11,353 | $5,127+121.4% | $4,311+163.3% | $5,287+114.7% |
| Admin fee / account holder | $390 | $10,253-96.2% | $7,645-94.9% | $10,133-96.2% |