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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 | $100,212 | $167,362-40.1% | $143,799-30.3% | $134,532-25.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.75% | 0.47%-6.2pp | -0.04%-5.7pp | 418.27%-424.0pp |
| Employer contribution / active EE | $7,093 | $5,620+26.2% | $4,952+43.2% | $4,741+49.6% |
| Participant deferral / active EE | $16,919 | $6,447+162.4% | $5,638+200.1% | $6,401+164.3% |
| Admin fee / account holder | $763 | $18,094-95.8% | $14,677-94.8% | $11,429-93.3% |