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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 | $110,709 | $167,522-33.9% | $151,639-27.0% | $134,532-17.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.94% | 7.81%-27.8pp | 3.34%-23.3pp | 418.27%-438.2pp |
| Employer contribution / active EE | $7,158 | $6,828+4.8% | $6,165+16.1% | $4,741+51.0% |
| Participant deferral / active EE | $12,489 | $8,986+39.0% | $8,363+49.3% | $6,401+95.1% |
| Admin fee / account holder | $893 | $13,780-93.5% | $11,613-92.3% | $11,429-92.2% |