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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 | $184,932 | $211,946-12.7% | $169,452+9.1% | $135,379+36.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.04% | 3.26%-7.3pp | 1.83%-5.9pp | 519.79%-523.8pp |
| Employer contribution / active EE | $10,130 | $5,117+98.0% | $4,157+143.7% | $4,779+112.0% |
| Participant deferral / active EE | $11,200 | $6,075+84.3% | $5,277+112.2% | $5,609+99.7% |
| Admin fee / account holder | $894 | $11,472-92.2% | $9,110-90.2% | $10,828-91.7% |