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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 | $47,477 | $131,835-64.0% | $108,582-56.3% | $273,972-82.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.32% | -91.57%+96.9pp | -51.70%+57.0pp | 41.46%-36.1pp |
| Employer contribution / active EE | $3,410 | $4,913-30.6% | $3,758-9.3% | $4,869-30.0% |
| Participant deferral / active EE | $1,555 | $5,127-69.7% | $4,311-63.9% | $5,287-70.6% |
| Admin fee / account holder | $602 | $10,253-94.1% | $7,645-92.1% | $10,133-94.1% |