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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 | $77,052 | $167,352-54.0% | $143,788-46.4% | $134,509-42.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.87% | 0.47%-20.3pp | -0.03%-19.8pp | 418.13%-438.0pp |
| Employer contribution / active EE | $8,972 | $5,620+59.6% | $4,952+81.2% | $4,741+89.3% |
| Participant deferral / active EE | $4,267 | $6,447-33.8% | $5,638-24.3% | $6,400-33.3% |
| Admin fee / account holder | $545 | $18,091-97.0% | $14,675-96.3% | $11,427-95.2% |