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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 | $79,623 | $131,835-39.6% | $108,582-26.7% | $273,972-70.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 29.06% | -91.57%+120.6pp | -51.70%+80.8pp | 41.46%-12.4pp |
| Employer contribution / active EE | $3,489 | $4,913-29.0% | $3,758-7.2% | $4,869-28.3% |
| Participant deferral / active EE | $11,468 | $5,127+123.7% | $4,311+166.0% | $5,287+116.9% |
| Admin fee / account holder | $65,224 | $10,253+536.2% | $7,645+753.1% | $10,133+543.7% |