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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 | $90,600 | $167,533-45.9% | $151,645-40.3% | $134,545-32.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -5.99% | 7.81%-13.8pp | 3.34%-9.3pp | 418.37%-424.4pp |
| Employer contribution / active EE | $6,581 | $6,828-3.6% | $6,165+6.7% | $4,742+38.8% |
| Participant deferral / active EE | $14,792 | $8,985+64.6% | $8,363+76.9% | $6,401+131.1% |
| Admin fee / account holder | $865 | $13,781-93.7% | $11,614-92.6% | $11,431-92.4% |