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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 | $88,841 | $131,835-32.6% | $108,582-18.2% | $273,972-67.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.84% | -91.57%+96.4pp | -51.70%+56.5pp | 41.46%-36.6pp |
| Employer contribution / active EE | $11,765 | $4,913+139.5% | $3,758+213.0% | $4,869+141.6% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,108 | $10,253-69.7% | $7,645-59.3% | $10,133-69.3% |