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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 | $101,426 | $211,946-52.1% | $169,452-40.1% | $135,379-25.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.37% | 3.26%-6.6pp | 1.83%-5.2pp | 519.79%-523.2pp |
| Employer contribution / active EE | $11,251 | $5,117+119.9% | $4,157+170.6% | $4,779+135.4% |
| Participant deferral / active EE | $7,548 | $6,075+24.2% | $5,277+43.0% | $5,609+34.6% |
| Admin fee / account holder | $838 | $11,472-92.7% | $9,110-90.8% | $10,828-92.3% |