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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 | $38,754 | $167,503-76.9% | $151,627-74.4% | $134,493-71.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.18% | 7.80%-26.0pp | 3.33%-21.5pp | 418.01%-436.2pp |
| Employer contribution / active EE | $2,051 | $6,829-70.0% | $6,166-66.7% | $4,740-56.7% |
| Participant deferral / active EE | $12,976 | $8,985+44.4% | $8,363+55.2% | $6,400+102.8% |
| Admin fee / account holder | $336 | $13,777-97.6% | $11,612-97.1% | $11,425-97.1% |