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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 | $99,986 | $167,352-40.3% | $143,788-30.5% | $134,509-25.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.09% | 0.47%-9.6pp | -0.03%-9.1pp | 418.13%-427.2pp |
| Employer contribution / active EE | $16,625 | $5,620+195.8% | $4,952+235.7% | $4,741+250.7% |
| Participant deferral / active EE | $14,375 | $6,447+123.0% | $5,638+155.0% | $6,400+124.6% |
| Admin fee / account holder | $864 | $18,091-95.2% | $14,675-94.1% | $11,427-92.4% |