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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 | $72,316 | $167,504-56.8% | $151,628-52.3% | $134,509-46.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.79% | 7.81%-26.6pp | 3.34%-22.1pp | 418.13%-436.9pp |
| Employer contribution / active EE | $11,458 | $6,828+67.8% | $6,165+85.9% | $4,741+141.7% |
| Participant deferral / active EE | $19,015 | $8,985+111.6% | $8,363+127.4% | $6,400+197.1% |
| Admin fee / account holder | $353 | $13,779-97.4% | $11,613-97.0% | $11,427-96.9% |