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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 | $90,353 | $131,835-31.5% | $108,582-16.8% | $273,972-67.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.43% | -91.57%+96.0pp | -51.70%+56.1pp | 41.46%-37.0pp |
| Employer contribution / active EE | $6,067 | $4,913+23.5% | $3,758+61.4% | $4,869+24.6% |
| Participant deferral / active EE | $2,734 | $5,127-46.7% | $4,311-36.6% | $5,287-48.3% |
| Admin fee / account holder | $373 | $10,253-96.4% | $7,645-95.1% | $10,133-96.3% |