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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 | $68,600 | $131,835-48.0% | $108,582-36.8% | $273,972-75.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.87% | -91.57%+98.4pp | -51.70%+58.6pp | 41.46%-34.6pp |
| Employer contribution / active EE | $8,796 | $4,913+79.0% | $3,758+134.0% | $4,869+80.7% |
| Participant deferral / active EE | $8,508 | $5,127+65.9% | $4,311+97.4% | $5,287+60.9% |
| Admin fee / account holder | $1,541 | $10,253-85.0% | $7,645-79.8% | $10,133-84.8% |