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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 | $67,196 | $131,835-49.0% | $108,582-38.1% | $273,972-75.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.25% | -91.57%+99.8pp | -51.70%+59.9pp | 41.46%-33.2pp |
| Employer contribution / active EE | $10,324 | $4,913+110.1% | $3,758+174.7% | $4,869+112.0% |
| Participant deferral / active EE | $9,122 | $5,127+77.9% | $4,311+111.6% | $5,287+72.5% |
| Admin fee / account holder | $14,276 | $10,253+39.2% | $7,645+86.7% | $10,133+40.9% |