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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 | $117,260 | $167,353-29.9% | $143,797-18.5% | $134,545-12.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.10% | 0.48%-9.6pp | -0.04%-9.1pp | 418.37%-427.5pp |
| Employer contribution / active EE | $8,593 | $5,620+52.9% | $4,952+73.5% | $4,742+81.2% |
| Participant deferral / active EE | $5,958 | $6,447-7.6% | $5,638+5.7% | $6,401-6.9% |
| Admin fee / account holder | $2,599 | $18,096-85.6% | $14,679-82.3% | $11,431-77.3% |