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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 | $53,718 | $167,352-67.9% | $143,788-62.6% | $134,509-60.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.14% | 0.47%-17.6pp | -0.03%-17.1pp | 418.13%-435.3pp |
| Employer contribution / active EE | $4,000 | $5,620-28.8% | $4,952-19.2% | $4,741-15.6% |
| Participant deferral / active EE | $5,883 | $6,447-8.8% | $5,638+4.3% | $6,400-8.1% |
| Admin fee / account holder | $449 | $18,091-97.5% | $14,675-96.9% | $11,427-96.1% |