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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 | $86,495 | $113,941-24.1% | $94,229-8.2% | $125,389-31.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.12% | 5.29%-5.4pp | 10.68%-10.8pp | 282.24%-282.4pp |
| Employer contribution / active EE | $18,129 | $4,727+283.5% | $3,587+405.4% | $4,866+272.5% |
| Participant deferral / active EE | $9,585 | $5,179+85.1% | $4,320+121.8% | $5,352+79.1% |
| Admin fee / account holder | $6,048 | $8,392-27.9% | $6,269-3.5% | $9,541-36.6% |