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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 | $25,280 | $127,386-80.2% | $115,037-78.0% | $125,388-79.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.03% | 31.28%-34.3pp | 26.14%-29.2pp | 282.24%-285.3pp |
| Employer contribution / active EE | $9,789 | $5,166+89.5% | $4,608+112.4% | $4,866+101.2% |
| Participant deferral / active EE | $7,116 | $6,423+10.8% | $6,026+18.1% | $5,352+33.0% |
| Admin fee / account holder | $990 | $9,516-89.6% | $8,175-87.9% | $9,541-89.6% |