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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 | $35,852 | $190,879-81.2% | $160,009-77.6% | $134,532-73.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -0.08% | 552.63%-552.7pp | 408.85%-408.9pp | 418.27%-418.4pp |
| Employer contribution / active EE | $6,954 | $4,995+39.2% | $4,225+64.6% | $4,741+46.7% |
| Participant deferral / active EE | $6,277 | $6,924-9.4% | $6,183+1.5% | $6,401-1.9% |
| Admin fee / account holder | $381 | $10,495-96.4% | $8,715-95.6% | $11,429-96.7% |