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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 | $182,839 | $107,809+69.6% | $90,657+101.7% | $135,379+35.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.73% | -0.90%-5.8pp | 1.89%-8.6pp | 519.79%-526.5pp |
| Employer contribution / active EE | $11,872 | $3,018+293.4% | $2,532+368.9% | $4,779+148.4% |
| Participant deferral / active EE | $7,103 | $3,872+83.4% | $3,424+107.4% | $5,609+26.6% |
| Admin fee / account holder | $351 | $5,931-94.1% | $4,994-93.0% | $10,828-96.8% |