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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 | $26,676 | $167,522-84.1% | $151,639-82.4% | $134,532-80.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.10% | 7.81%-18.9pp | 3.34%-14.4pp | 418.27%-429.4pp |
| Employer contribution / active EE | $7,692 | $6,828+12.7% | $6,165+24.8% | $4,741+62.2% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $933 | $13,780-93.2% | $11,613-92.0% | $11,429-91.8% |