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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 | $57,655 | $167,533-65.6% | $151,645-62.0% | $134,545-57.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.52% | 7.81%-19.3pp | 3.34%-14.9pp | 418.37%-429.9pp |
| Employer contribution / active EE | $8,268 | $6,828+21.1% | $6,165+34.1% | $4,742+74.4% |
| Participant deferral / active EE | $9,782 | $8,985+8.9% | $8,363+17.0% | $6,401+52.8% |
| Admin fee / account holder | $2,259 | $13,781-83.6% | $11,614-80.6% | $11,431-80.2% |