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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 | $73,482 | $167,533-56.1% | $151,645-51.5% | $134,545-45.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.02% | 7.81%-20.8pp | 3.34%-16.4pp | 418.37%-431.4pp |
| Employer contribution / active EE | $5,893 | $6,828-13.7% | $6,165-4.4% | $4,742+24.3% |
| Participant deferral / active EE | $14,080 | $8,985+56.7% | $8,363+68.4% | $6,401+120.0% |
| Admin fee / account holder | $564 | $13,781-95.9% | $11,614-95.1% | $11,431-95.1% |