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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 | $78,066 | $167,533-53.4% | $151,645-48.5% | $134,545-42.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.99% | 7.81%-23.8pp | 3.34%-19.3pp | 418.37%-434.4pp |
| Employer contribution / active EE | $3,011 | $6,828-55.9% | $6,165-51.2% | $4,742-36.5% |
| Participant deferral / active EE | $8,599 | $8,985-4.3% | $8,363+2.8% | $6,401+34.3% |
| Admin fee / account holder | $376 | $13,781-97.3% | $11,614-96.8% | $11,431-96.7% |