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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 | $32,526 | $127,387-74.5% | $115,038-71.7% | $125,389-74.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.94% | 31.28%-33.2pp | 26.14%-28.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $10,099 | $5,166+95.5% | $4,608+119.2% | $4,866+107.5% |
| Participant deferral / active EE | $6,338 | $6,423-1.3% | $6,026+5.2% | $5,352+18.4% |
| Admin fee / account holder | $431 | $9,516-95.5% | $8,175-94.7% | $9,541-95.5% |