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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 | $71,838 | $131,835-45.5% | $108,582-33.8% | $273,972-73.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 12.53% | -91.57%+104.1pp | -51.70%+64.2pp | 41.46%-28.9pp |
| Employer contribution / active EE | $1,735 | $4,913-64.7% | $3,758-53.8% | $4,869-64.4% |
| Participant deferral / active EE | $10,450 | $5,127+103.8% | $4,311+142.4% | $5,287+97.7% |
| Admin fee / account holder | $574 | $10,253-94.4% | $7,645-92.5% | $10,133-94.3% |