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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 | $22,154 | $167,323-86.8% | $143,770-84.6% | $134,493-83.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.37% | 0.47%-12.8pp | -0.04%-12.3pp | 418.01%-430.4pp |
| Employer contribution / active EE | $7,255 | $5,619+29.1% | $4,951+46.5% | $4,740+53.1% |
| Participant deferral / active EE | $3,627 | $6,446-43.7% | $5,638-35.7% | $6,400-43.3% |
| Admin fee / account holder | $1,601 | $18,088-91.1% | $14,673-89.1% | $11,425-86.0% |