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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 | $105,244 | $107,809-2.4% | $90,657+16.1% | $135,380-22.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -2.49% | -0.90%-1.6pp | 1.89%-4.4pp | 519.81%-522.3pp |
| Employer contribution / active EE | $12,680 | $3,018+320.1% | $2,532+400.8% | $4,779+165.3% |
| Participant deferral / active EE | $14,963 | $3,872+286.4% | $3,424+336.9% | $5,609+166.8% |
| Admin fee / account holder | $17,312 | $5,931+191.9% | $4,994+246.6% | $10,828+59.9% |