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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 | $79,799 | $167,522-52.4% | $151,639-47.4% | $134,532-40.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.34% | 7.81%-27.2pp | 3.34%-22.7pp | 418.27%-437.6pp |
| Employer contribution / active EE | $19,039 | $6,828+178.8% | $6,165+208.8% | $4,741+301.6% |
| Participant deferral / active EE | $20,636 | $8,986+129.6% | $8,363+146.7% | $6,401+222.4% |
| Admin fee / account holder | $3,699 | $13,780-73.2% | $11,613-68.1% | $11,429-67.6% |