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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 | $77,159 | $167,522-53.9% | $151,639-49.1% | $134,532-42.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.86% | 7.81%-17.7pp | 3.34%-13.2pp | 418.27%-428.1pp |
| Employer contribution / active EE | $6,631 | $6,828-2.9% | $6,165+7.6% | $4,741+39.9% |
| Participant deferral / active EE | $22,078 | $8,986+145.7% | $8,363+164.0% | $6,401+244.9% |
| Admin fee / account holder | $2,422 | $13,780-82.4% | $11,613-79.1% | $11,429-78.8% |