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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 | $60,890 | $131,835-53.8% | $108,582-43.9% | $273,972-77.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 17.42% | -91.57%+109.0pp | -51.70%+69.1pp | 41.46%-24.0pp |
| Employer contribution / active EE | $5,277 | $4,913+7.4% | $3,758+40.4% | $4,869+8.4% |
| Participant deferral / active EE | $5,100 | $5,127-0.5% | $4,311+18.3% | $5,287-3.5% |
| Admin fee / account holder | $493 | $10,253-95.2% | $7,645-93.5% | $10,133-95.1% |