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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 | $53,337 | $158,852-66.4% | $121,220-56.0% | $135,380-60.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -9.49% | -0.64%-8.9pp | 16.94%-26.4pp | 519.81%-529.3pp |
| Employer contribution / active EE | $17,967 | $5,666+217.1% | $4,023+346.7% | $4,779+276.0% |
| Participant deferral / active EE | $7,133 | $4,006+78.1% | $3,345+113.2% | $5,609+27.2% |
| Admin fee / account holder | $9,854 | $6,515+51.3% | $5,021+96.3% | $10,828-9.0% |