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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 | $96,135 | $167,362-42.6% | $143,799-33.1% | $134,532-28.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.75% | 0.47%-14.2pp | -0.04%-13.7pp | 418.27%-432.0pp |
| Employer contribution / active EE | $7,527 | $5,620+33.9% | $4,952+52.0% | $4,741+58.8% |
| Participant deferral / active EE | $8,597 | $6,447+33.3% | $5,638+52.5% | $6,401+34.3% |
| Admin fee / account holder | $318 | $18,094-98.2% | $14,677-97.8% | $11,429-97.2% |