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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 | $42,346 | $167,352-74.7% | $143,788-70.6% | $134,509-68.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.09% | 0.47%-9.6pp | -0.03%-9.1pp | 418.13%-427.2pp |
| Employer contribution / active EE | $15,241 | $5,620+171.2% | $4,952+207.8% | $4,741+221.5% |
| Participant deferral / active EE | $7,733 | $6,447+19.9% | $5,638+37.2% | $6,400+20.8% |
| Admin fee / account holder | $311 | $18,091-98.3% | $14,675-97.9% | $11,427-97.3% |