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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 | $84,521 | $167,362-49.5% | $143,799-41.2% | $134,532-37.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.10% | 0.47%-10.6pp | -0.04%-10.1pp | 418.27%-428.4pp |
| Employer contribution / active EE | $6,124 | $5,620+9.0% | $4,952+23.7% | $4,741+29.2% |
| Participant deferral / active EE | $3,375 | $6,447-47.7% | $5,638-40.1% | $6,401-47.3% |
| Admin fee / account holder | $315 | $18,094-98.3% | $14,677-97.9% | $11,429-97.2% |