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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 | $74,983 | $167,504-55.2% | $151,628-50.5% | $134,509-44.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.81% | 7.81%-26.6pp | 3.34%-22.1pp | 418.13%-436.9pp |
| Employer contribution / active EE | $7,354 | $6,828+7.7% | $6,165+19.3% | $4,741+55.1% |
| Participant deferral / active EE | $18,933 | $8,985+110.7% | $8,363+126.4% | $6,400+195.8% |
| Admin fee / account holder | $550 | $13,779-96.0% | $11,613-95.3% | $11,427-95.2% |