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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 | $52,739 | $167,533-68.5% | $151,645-65.2% | $134,545-60.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.14% | 7.81%-27.0pp | 3.34%-22.5pp | 418.37%-437.5pp |
| Employer contribution / active EE | $3,376 | $6,828-50.6% | $6,165-45.2% | $4,742-28.8% |
| Participant deferral / active EE | $6,432 | $8,985-28.4% | $8,363-23.1% | $6,401+0.5% |
| Admin fee / account holder | $357 | $13,781-97.4% | $11,614-96.9% | $11,431-96.9% |