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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 | $57,444 | $131,835-56.4% | $108,582-47.1% | $273,972-79.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.94% | -91.57%+97.5pp | -51.70%+57.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,414 | $4,913-71.2% | $3,758-62.4% | $4,869-71.0% |
| Participant deferral / active EE | $4,951 | $5,127-3.4% | $4,311+14.9% | $5,287-6.4% |
| Admin fee / account holder | $490 | $10,253-95.2% | $7,645-93.6% | $10,133-95.2% |