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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 | $118,425 | $158,852-25.4% | $121,220-2.3% | $135,380-12.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -6.77% | -0.64%-6.1pp | 16.94%-23.7pp | 519.81%-526.6pp |
| Employer contribution / active EE | $4,122 | $5,666-27.3% | $4,023+2.5% | $4,779-13.8% |
| Participant deferral / active EE | $3,600 | $4,006-10.1% | $3,345+7.6% | $5,609-35.8% |
| Admin fee / account holder | $1,008 | $6,515-84.5% | $5,021-79.9% | $10,828-90.7% |