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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 | $75,067 | $175,646-57.3% | $129,118-41.9% | $134,545-44.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -18.27% | -11.39%-6.9pp | -10.94%-7.3pp | 418.37%-436.6pp |
| Employer contribution / active EE | $8,408 | $6,355+32.3% | $5,051+66.5% | $4,742+77.3% |
| Participant deferral / active EE | $8,208 | $7,970+3.0% | $6,539+25.5% | $6,401+28.2% |
| Admin fee / account holder | $470 | $23,578-98.0% | $14,305-96.7% | $11,431-95.9% |