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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 | $94,282 | $127,387-26.0% | $115,038-18.0% | $125,389-24.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.95% | 31.28%-34.2pp | 26.14%-29.1pp | 282.24%-285.2pp |
| Employer contribution / active EE | $11,480 | $5,166+122.2% | $4,608+149.1% | $4,866+135.9% |
| Participant deferral / active EE | $13,987 | $6,423+117.8% | $6,026+132.1% | $5,352+161.4% |
| Admin fee / account holder | $594 | $9,516-93.8% | $8,175-92.7% | $9,541-93.8% |