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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 | $93,949 | $167,362-43.9% | $143,799-34.7% | $134,532-30.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.40% | 0.47%-12.9pp | -0.04%-12.4pp | 418.27%-430.7pp |
| Employer contribution / active EE | $13,827 | $5,620+146.0% | $4,952+179.2% | $4,741+191.6% |
| Participant deferral / active EE | $12,411 | $6,447+92.5% | $5,638+120.1% | $6,401+93.9% |
| Admin fee / account holder | $776 | $18,094-95.7% | $14,677-94.7% | $11,429-93.2% |