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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 | $99,522 | $167,362-40.5% | $143,799-30.8% | $134,532-26.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.52% | 0.47%-14.0pp | -0.04%-13.5pp | 418.27%-431.8pp |
| Employer contribution / active EE | $7,460 | $5,620+32.7% | $4,952+50.6% | $4,741+57.4% |
| Participant deferral / active EE | $8,345 | $6,447+29.4% | $5,638+48.0% | $6,401+30.4% |
| Admin fee / account holder | $878 | $18,094-95.2% | $14,677-94.0% | $11,429-92.3% |