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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 | $113,582 | $158,852-28.5% | $121,220-6.3% | $135,380-16.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -3.80% | -0.64%-3.2pp | 16.94%-20.7pp | 519.81%-523.6pp |
| Employer contribution / active EE | $31,340 | $5,666+453.1% | $4,023+679.1% | $4,779+555.8% |
| Participant deferral / active EE | $24,500 | $4,006+511.6% | $3,345+632.4% | $5,609+336.8% |
| Admin fee / account holder | $315 | $6,515-95.2% | $5,021-93.7% | $10,828-97.1% |