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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 | $94,886 | $131,835-28.0% | $108,582-12.6% | $273,972-65.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 22.41% | -91.57%+114.0pp | -51.70%+74.1pp | 41.46%-19.0pp |
| Employer contribution / active EE | $16,766 | $4,913+241.3% | $3,758+346.1% | $4,869+244.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $429 | $10,253-95.8% | $7,645-94.4% | $10,133-95.8% |