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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 | $138,405 | $167,352-17.3% | $143,788-3.7% | $134,509+2.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.60% | 0.47%-20.1pp | -0.03%-19.6pp | 418.13%-437.7pp |
| Employer contribution / active EE | $5,058 | $5,620-10.0% | $4,952+2.2% | $4,741+6.7% |
| Participant deferral / active EE | $9,271 | $6,447+43.8% | $5,638+64.4% | $6,400+44.8% |
| Admin fee / account holder | $10,407 | $18,091-42.5% | $14,675-29.1% | $11,427-8.9% |