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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 | $31,703 | $167,522-81.1% | $151,639-79.1% | $134,532-76.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.45% | 7.81%-21.3pp | 3.34%-16.8pp | 418.27%-431.7pp |
| Employer contribution / active EE | $9,248 | $6,828+35.4% | $6,165+50.0% | $4,741+95.1% |
| Participant deferral / active EE | $15,057 | $8,986+67.6% | $8,363+80.0% | $6,401+135.2% |
| Admin fee / account holder | $659 | $13,780-95.2% | $11,613-94.3% | $11,429-94.2% |