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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 | $104,535 | $167,353-37.5% | $143,797-27.3% | $134,545-22.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.95% | 0.48%-6.4pp | -0.04%-5.9pp | 418.37%-424.3pp |
| Employer contribution / active EE | $11,118 | $5,620+97.8% | $4,952+124.5% | $4,742+134.5% |
| Participant deferral / active EE | $7,162 | $6,447+11.1% | $5,638+27.0% | $6,401+11.9% |
| Admin fee / account holder | $401 | $18,096-97.8% | $14,679-97.3% | $11,431-96.5% |