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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 | $50,481 | $57,352-12.0% | $83,831-39.8% | $64,173-21.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.73% | 11.38%-19.1pp | 850.99%-858.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $9,890 | $2,546+288.5% | $3,631+172.4% | $2,381+315.4% |
| Participant deferral / active EE | $4,659 | $2,993+55.7% | $4,082+14.1% | $3,470+34.3% |
| Admin fee / account holder | $4,354 | $4,046+7.6% | $5,479-20.5% | $4,887-10.9% |