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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 | $43,767 | $131,835-66.8% | $108,582-59.7% | $273,972-84.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.64% | -91.57%+98.2pp | -51.70%+58.3pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,646 | $4,913-66.5% | $3,758-56.2% | $4,869-66.2% |
| Participant deferral / active EE | $8,242 | $5,127+60.7% | $4,311+91.2% | $5,287+55.9% |
| Admin fee / account holder | $305 | $10,253-97.0% | $7,645-96.0% | $10,133-97.0% |