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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 | $87,497 | $158,827-44.9% | $121,208-27.8% | $135,382-35.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -8.92% | -0.64%-8.3pp | 16.93%-25.9pp | 519.77%-528.7pp |
| Employer contribution / active EE | $17,296 | $5,666+205.3% | $4,023+330.0% | $4,779+261.9% |
| Participant deferral / active EE | $16,333 | $4,006+307.8% | $3,345+388.3% | $5,609+191.2% |
| Admin fee / account holder | $514 | $6,514-92.1% | $5,020-89.8% | $10,829-95.3% |