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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 | $77,081 | $131,835-41.5% | $108,582-29.0% | $273,972-71.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.35% | -91.57%+98.9pp | -51.70%+59.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $3,895 | $4,913-20.7% | $3,758+3.6% | $4,869-20.0% |
| Participant deferral / active EE | $7,133 | $5,127+39.1% | $4,311+65.5% | $5,287+34.9% |
| Admin fee / account holder | $1,058 | $10,253-89.7% | $7,645-86.2% | $10,133-89.6% |