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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 | $176,523 | $211,946-16.7% | $169,452+4.2% | $135,380+30.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.41% | 3.26%-6.7pp | 1.83%-5.2pp | 519.81%-523.2pp |
| Employer contribution / active EE | $769 | $5,117-85.0% | $4,157-81.5% | $4,779-83.9% |
| Participant deferral / active EE | $1,267 | $6,075-79.1% | $5,277-76.0% | $5,609-77.4% |
| Admin fee / account holder | $353 | $11,472-96.9% | $9,110-96.1% | $10,828-96.7% |