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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 | $71,025 | $142,358-50.1% | $119,615-40.6% | $134,493-47.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.09% | -12.46%-3.6pp | -14.98%-1.1pp | 418.01%-434.1pp |
| Employer contribution / active EE | $6,354 | $5,223+21.6% | $4,232+50.1% | $4,740+34.0% |
| Participant deferral / active EE | $6,833 | $6,470+5.6% | $5,602+22.0% | $6,400+6.8% |
| Admin fee / account holder | $757 | $13,585-94.4% | $10,324-92.7% | $11,425-93.4% |