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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 | $41,905 | $127,387-67.1% | $115,038-63.6% | $125,389-66.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.22% | 31.28%-34.5pp | 26.14%-29.4pp | 282.24%-285.5pp |
| Employer contribution / active EE | $11,466 | $5,166+121.9% | $4,608+148.8% | $4,866+135.6% |
| Participant deferral / active EE | $6,220 | $6,423-3.2% | $6,026+3.2% | $5,352+16.2% |
| Admin fee / account holder | $542 | $9,516-94.3% | $8,175-93.4% | $9,541-94.3% |