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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 | $50,855 | $131,835-61.4% | $108,582-53.2% | $273,972-81.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.25% | -91.57%+95.8pp | -51.70%+55.9pp | 41.46%-37.2pp |
| Employer contribution / active EE | $1,724 | $4,913-64.9% | $3,758-54.1% | $4,869-64.6% |
| Participant deferral / active EE | $3,493 | $5,127-31.9% | $4,311-19.0% | $5,287-33.9% |
| Admin fee / account holder | $1,707 | $10,253-83.4% | $7,645-77.7% | $10,133-83.2% |