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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 | $28,348 | $131,835-78.5% | $108,582-73.9% | $273,972-89.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.44% | -91.57%+101.0pp | -51.70%+61.1pp | 41.46%-32.0pp |
| Employer contribution / active EE | $1,117 | $4,913-77.3% | $3,758-70.3% | $4,869-77.0% |
| Participant deferral / active EE | $2,807 | $5,127-45.3% | $4,311-34.9% | $5,287-46.9% |
| Admin fee / account holder | $2,897 | $10,253-71.7% | $7,645-62.1% | $10,133-71.4% |