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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 | $88,293 | $167,362-47.2% | $143,799-38.6% | $134,532-34.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.72% | 0.47%-6.2pp | -0.04%-5.7pp | 418.27%-424.0pp |
| Employer contribution / active EE | $2,434 | $5,620-56.7% | $4,952-50.8% | $4,741-48.7% |
| Participant deferral / active EE | $10,914 | $6,447+69.3% | $5,638+93.6% | $6,401+70.5% |
| Admin fee / account holder | $928 | $18,094-94.9% | $14,677-93.7% | $11,429-91.9% |