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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 | $79,921 | $131,835-39.4% | $108,582-26.4% | $273,972-70.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.35% | -91.57%+96.9pp | -51.70%+57.0pp | 41.46%-36.1pp |
| Employer contribution / active EE | $3,413 | $4,913-30.5% | $3,758-9.2% | $4,869-29.9% |
| Participant deferral / active EE | $3,439 | $5,127-32.9% | $4,311-20.2% | $5,287-35.0% |
| Admin fee / account holder | $4,827 | $10,253-52.9% | $7,645-36.9% | $10,133-52.4% |