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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 | $76,219 | $167,353-54.5% | $143,797-47.0% | $134,545-43.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.33% | 0.48%-3.8pp | -0.04%-3.3pp | 418.37%-421.7pp |
| Employer contribution / active EE | $12,407 | $5,620+120.7% | $4,952+150.5% | $4,742+161.7% |
| Participant deferral / active EE | $10,409 | $6,447+61.4% | $5,638+84.6% | $6,401+62.6% |
| Admin fee / account holder | $1,051 | $18,096-94.2% | $14,679-92.8% | $11,431-90.8% |