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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 | $64,556 | $167,362-61.4% | $143,799-55.1% | $134,532-52.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.56% | 0.47%-6.0pp | -0.04%-5.5pp | 418.27%-423.8pp |
| Employer contribution / active EE | $7,584 | $5,620+34.9% | $4,952+53.1% | $4,741+60.0% |
| Participant deferral / active EE | $9,498 | $6,447+47.3% | $5,638+68.4% | $6,401+48.4% |
| Admin fee / account holder | $556 | $18,094-96.9% | $14,677-96.2% | $11,429-95.1% |