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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 | $108,818 | $167,352-35.0% | $143,788-24.3% | $134,509-19.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.65% | 0.47%-15.1pp | -0.03%-14.6pp | 418.13%-432.8pp |
| Employer contribution / active EE | $9,134 | $5,620+62.5% | $4,952+84.5% | $4,741+92.7% |
| Participant deferral / active EE | $4,998 | $6,447-22.5% | $5,638-11.4% | $6,400-21.9% |
| Admin fee / account holder | $682 | $18,091-96.2% | $14,675-95.4% | $11,427-94.0% |