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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 | $50,475 | $167,522-69.9% | $151,639-66.7% | $134,532-62.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.39% | 7.81%-22.2pp | 3.34%-17.7pp | 418.27%-432.7pp |
| Employer contribution / active EE | $2,430 | $6,828-64.4% | $6,165-60.6% | $4,741-48.8% |
| Participant deferral / active EE | $15,216 | $8,986+69.3% | $8,363+81.9% | $6,401+137.7% |
| Admin fee / account holder | $704 | $13,780-94.9% | $11,613-93.9% | $11,429-93.8% |