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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 | $68,406 | $167,533-59.2% | $151,645-54.9% | $134,545-49.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -3.61% | 7.81%-11.4pp | 3.34%-7.0pp | 418.37%-422.0pp |
| Employer contribution / active EE | $10,818 | $6,828+58.4% | $6,165+75.5% | $4,742+128.2% |
| Participant deferral / active EE | $9,452 | $8,985+5.2% | $8,363+13.0% | $6,401+47.7% |
| Admin fee / account holder | $817 | $13,781-94.1% | $11,614-93.0% | $11,431-92.8% |