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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 | $75,328 | $167,353-55.0% | $143,797-47.6% | $134,545-44.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.51% | 0.48%-18.0pp | -0.04%-17.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $7,270 | $5,620+29.4% | $4,952+46.8% | $4,742+53.3% |
| Participant deferral / active EE | $15,953 | $6,447+147.4% | $5,638+182.9% | $6,401+149.2% |
| Admin fee / account holder | $662 | $18,096-96.3% | $14,679-95.5% | $11,431-94.2% |