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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 | $93,929 | $167,362-43.9% | $143,799-34.7% | $134,532-30.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.73% | 0.47%-3.2pp | -0.04%-2.7pp | 418.27%-421.0pp |
| Employer contribution / active EE | $7,308 | $5,620+30.0% | $4,952+47.6% | $4,741+54.1% |
| Participant deferral / active EE | $7,308 | $6,447+13.3% | $5,638+29.6% | $6,401+14.2% |
| Admin fee / account holder | $648 | $18,094-96.4% | $14,677-95.6% | $11,429-94.3% |