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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 | $139,299 | $107,809+29.2% | $90,657+53.7% | $135,379+2.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.64% | -0.90%-4.7pp | 1.89%-7.5pp | 519.79%-525.4pp |
| Employer contribution / active EE | $17,938 | $3,018+494.4% | $2,532+608.5% | $4,779+275.4% |
| Participant deferral / active EE | $10,779 | $3,872+178.4% | $3,424+214.8% | $5,609+92.2% |
| Admin fee / account holder | $917 | $5,931-84.5% | $4,994-81.6% | $10,828-91.5% |