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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 | $35,753 | $167,362-78.6% | $143,799-75.1% | $134,532-73.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.37% | 0.47%-19.8pp | -0.04%-19.3pp | 418.27%-437.6pp |
| Employer contribution / active EE | $11,190 | $5,620+99.1% | $4,952+126.0% | $4,741+136.0% |
| Participant deferral / active EE | $10,371 | $6,447+60.9% | $5,638+83.9% | $6,401+62.0% |
| Admin fee / account holder | $307 | $18,094-98.3% | $14,677-97.9% | $11,429-97.3% |