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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 | $97,152 | $167,352-41.9% | $143,788-32.4% | $134,509-27.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.12% | 0.47%-14.6pp | -0.03%-14.1pp | 418.13%-432.3pp |
| Employer contribution / active EE | $10,548 | $5,620+87.7% | $4,952+113.0% | $4,741+122.5% |
| Participant deferral / active EE | $6,146 | $6,447-4.7% | $5,638+9.0% | $6,400-4.0% |
| Admin fee / account holder | $815 | $18,091-95.5% | $14,675-94.4% | $11,427-92.9% |