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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 | $75,322 | $167,504-55.0% | $151,628-50.3% | $134,509-44.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.56% | 7.81%-21.4pp | 3.34%-16.9pp | 418.13%-431.7pp |
| Employer contribution / active EE | $3,521 | $6,828-48.4% | $6,165-42.9% | $4,741-25.7% |
| Participant deferral / active EE | $13,886 | $8,985+54.5% | $8,363+66.0% | $6,400+117.0% |
| Admin fee / account holder | $1,390 | $13,779-89.9% | $11,613-88.0% | $11,427-87.8% |