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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 | $133,448 | $211,946-37.0% | $169,452-21.2% | $135,380-1.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.31% | 3.26%-5.6pp | 1.83%-4.1pp | 519.81%-522.1pp |
| Employer contribution / active EE | $11,685 | $5,117+128.4% | $4,157+181.1% | $4,779+144.5% |
| Participant deferral / active EE | $14,071 | $6,075+131.6% | $5,277+166.7% | $5,609+150.9% |
| Admin fee / account holder | $313 | $11,472-97.3% | $9,110-96.6% | $10,828-97.1% |