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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 | $53,805 | $167,522-67.9% | $151,639-64.5% | $134,532-60.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.20% | 7.81%-28.0pp | 3.34%-23.5pp | 418.27%-438.5pp |
| Employer contribution / active EE | $3,083 | $6,828-54.9% | $6,165-50.0% | $4,741-35.0% |
| Participant deferral / active EE | $12,541 | $8,986+39.6% | $8,363+50.0% | $6,401+95.9% |
| Admin fee / account holder | $588 | $13,780-95.7% | $11,613-94.9% | $11,429-94.9% |