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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 | $53,255 | $167,353-68.2% | $143,797-63.0% | $134,545-60.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.06% | 0.48%-7.5pp | -0.04%-7.0pp | 418.37%-425.4pp |
| Employer contribution / active EE | $8,193 | $5,620+45.8% | $4,952+65.4% | $4,742+72.8% |
| Participant deferral / active EE | $3,923 | $6,447-39.1% | $5,638-30.4% | $6,401-38.7% |
| Admin fee / account holder | $515 | $18,096-97.2% | $14,679-96.5% | $11,431-95.5% |