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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 | $86,529 | $167,352-48.3% | $143,788-39.8% | $134,509-35.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.01% | 0.47%-10.5pp | -0.03%-10.0pp | 418.13%-428.1pp |
| Employer contribution / active EE | $15,210 | $5,620+170.6% | $4,952+207.2% | $4,741+220.8% |
| Participant deferral / active EE | $18,333 | $6,447+184.4% | $5,638+225.2% | $6,400+186.4% |
| Admin fee / account holder | $490 | $18,091-97.3% | $14,675-96.7% | $11,427-95.7% |