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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 | $83,265 | $131,835-36.8% | $108,582-23.3% | $273,972-69.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.29% | -91.57%+96.9pp | -51.70%+57.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $20,364 | $4,913+314.5% | $3,758+441.8% | $4,869+318.3% |
| Participant deferral / active EE | $10,889 | $5,127+112.4% | $4,311+152.6% | $5,287+106.0% |
| Admin fee / account holder | $863 | $10,253-91.6% | $7,645-88.7% | $10,133-91.5% |