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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 | $47,075 | $167,353-71.9% | $143,797-67.3% | $134,545-65.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.40% | 0.48%-13.9pp | -0.04%-13.4pp | 418.37%-431.8pp |
| Employer contribution / active EE | $10,004 | $5,620+78.0% | $4,952+102.0% | $4,742+111.0% |
| Participant deferral / active EE | $8,864 | $6,447+37.5% | $5,638+57.2% | $6,401+38.5% |
| Admin fee / account holder | $1,004 | $18,096-94.5% | $14,679-93.2% | $11,431-91.2% |