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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 | $67,744 | $167,353-59.5% | $143,797-52.9% | $134,545-49.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.13% | 0.48%-13.6pp | -0.04%-13.1pp | 418.37%-431.5pp |
| Employer contribution / active EE | $7,438 | $5,620+32.3% | $4,952+50.2% | $4,742+56.9% |
| Participant deferral / active EE | $6,360 | $6,447-1.3% | $5,638+12.8% | $6,401-0.6% |
| Admin fee / account holder | $2,539 | $18,096-86.0% | $14,679-82.7% | $11,431-77.8% |