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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 | $51,975 | $167,522-69.0% | $151,639-65.7% | $134,532-61.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.79% | 7.81%-25.6pp | 3.34%-21.1pp | 418.27%-436.1pp |
| Employer contribution / active EE | $3,900 | $6,828-42.9% | $6,165-36.7% | $4,741-17.7% |
| Participant deferral / active EE | $11,959 | $8,986+33.1% | $8,363+43.0% | $6,401+86.8% |
| Admin fee / account holder | $1,000 | $13,780-92.7% | $11,613-91.4% | $11,429-91.2% |