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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 | $137,500 | $167,353-17.8% | $143,797-4.4% | $134,545+2.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.01% | 0.48%-16.5pp | -0.04%-16.0pp | 418.37%-434.4pp |
| Employer contribution / active EE | $7,039 | $5,620+25.2% | $4,952+42.1% | $4,742+48.5% |
| Participant deferral / active EE | $8,882 | $6,447+37.8% | $5,638+57.5% | $6,401+38.8% |
| Admin fee / account holder | $3,414 | $18,096-81.1% | $14,679-76.7% | $11,431-70.1% |