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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 | $35,338 | $167,522-78.9% | $151,639-76.7% | $134,532-73.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.85% | 7.81%-15.7pp | 3.34%-11.2pp | 418.27%-426.1pp |
| Employer contribution / active EE | $7,809 | $6,828+14.4% | $6,165+26.7% | $4,741+64.7% |
| Participant deferral / active EE | $9,605 | $8,986+6.9% | $8,363+14.8% | $6,401+50.1% |
| Admin fee / account holder | $833 | $13,780-94.0% | $11,613-92.8% | $11,429-92.7% |