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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 | $104,189 | $211,946-50.8% | $169,452-38.5% | $135,379-23.0% |
| Participation rate | 93.8% | 82.6%+11.1pp | 77.8%+16.0pp | 82.6%+11.1pp |
| Annual return | -6.56% | 3.26%-9.8pp | 1.83%-8.4pp | 519.79%-526.4pp |
| Employer contribution / active EE | $5,987 | $5,117+17.0% | $4,157+44.0% | $4,779+25.3% |
| Participant deferral / active EE | $15,881 | $6,075+161.4% | $5,277+200.9% | $5,609+183.1% |
| Admin fee / account holder | $448 | $11,472-96.1% | $9,110-95.1% | $10,828-95.9% |