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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 | $48,672 | $167,352-70.9% | $143,788-66.1% | $134,509-63.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.51% | 0.47%-15.0pp | -0.03%-14.5pp | 418.13%-432.6pp |
| Employer contribution / active EE | $11,431 | $5,620+103.4% | $4,952+130.9% | $4,741+141.1% |
| Participant deferral / active EE | $8,117 | $6,447+25.9% | $5,638+44.0% | $6,400+26.8% |
| Admin fee / account holder | $312 | $18,091-98.3% | $14,675-97.9% | $11,427-97.3% |