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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 | $64,960 | $167,533-61.2% | $151,645-57.2% | $134,545-51.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.37% | 7.81%-26.2pp | 3.34%-21.7pp | 418.37%-436.7pp |
| Employer contribution / active EE | $12,212 | $6,828+78.8% | $6,165+98.1% | $4,742+157.5% |
| Participant deferral / active EE | $10,181 | $8,985+13.3% | $8,363+21.7% | $6,401+59.0% |
| Admin fee / account holder | $945 | $13,781-93.1% | $11,614-91.9% | $11,431-91.7% |