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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 | $75,407 | $131,835-42.8% | $108,582-30.6% | $273,972-72.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.17% | -91.57%+96.7pp | -51.70%+56.9pp | 41.46%-36.3pp |
| Employer contribution / active EE | $8,098 | $4,913+64.8% | $3,758+115.5% | $4,869+66.3% |
| Participant deferral / active EE | $7,825 | $5,127+52.6% | $4,311+81.5% | $5,287+48.0% |
| Admin fee / account holder | $5,708 | $10,253-44.3% | $7,645-25.3% | $10,133-43.7% |