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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 | $62,591 | $167,522-62.6% | $151,639-58.7% | $134,532-53.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.77% | 7.81%-26.6pp | 3.34%-22.1pp | 418.27%-437.0pp |
| Employer contribution / active EE | $12,635 | $6,828+85.1% | $6,165+105.0% | $4,741+166.5% |
| Participant deferral / active EE | $9,091 | $8,986+1.2% | $8,363+8.7% | $6,401+42.0% |
| Admin fee / account holder | $8,108 | $13,780-41.2% | $11,613-30.2% | $11,429-29.1% |