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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 | $122,387 | $211,946-42.3% | $169,452-27.8% | $135,382-9.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.09% | 3.26%-9.4pp | 1.83%-7.9pp | 519.77%-525.9pp |
| Employer contribution / active EE | $14,737 | $5,117+188.0% | $4,157+254.5% | $4,779+208.4% |
| Participant deferral / active EE | $5,064 | $6,075-16.7% | $5,277-4.0% | $5,609-9.7% |
| Admin fee / account holder | $1,054 | $11,472-90.8% | $9,110-88.4% | $10,829-90.3% |