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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 | $31,776 | $167,362-81.0% | $143,799-77.9% | $134,532-76.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.55% | 0.47%-19.0pp | -0.04%-18.5pp | 418.27%-436.8pp |
| Employer contribution / active EE | $7,832 | $5,620+39.3% | $4,952+58.2% | $4,741+65.2% |
| Participant deferral / active EE | $6,737 | $6,447+4.5% | $5,638+19.5% | $6,401+5.2% |
| Admin fee / account holder | $448 | $18,094-97.5% | $14,677-96.9% | $11,429-96.1% |