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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 | $44,057 | $127,387-65.4% | $115,038-61.7% | $125,389-64.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.29% | 31.28%-34.6pp | 26.14%-29.4pp | 282.24%-285.5pp |
| Employer contribution / active EE | $13,705 | $5,166+165.3% | $4,608+197.4% | $4,866+181.6% |
| Participant deferral / active EE | $19,075 | $6,423+197.0% | $6,026+216.5% | $5,352+256.4% |
| Admin fee / account holder | $860 | $9,516-91.0% | $8,175-89.5% | $9,541-91.0% |