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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 | $106,619 | $211,946-49.7% | $169,452-37.1% | $135,382-21.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.97% | 3.26%-10.2pp | 1.83%-8.8pp | 519.77%-526.7pp |
| Employer contribution / active EE | $11,555 | $5,117+125.8% | $4,157+178.0% | $4,779+141.8% |
| Participant deferral / active EE | $7,208 | $6,075+18.6% | $5,277+36.6% | $5,609+28.5% |
| Admin fee / account holder | $963 | $11,472-91.6% | $9,110-89.4% | $10,829-91.1% |