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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 | $115,059 | $167,352-31.2% | $143,788-20.0% | $134,509-14.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.66% | 0.47%-16.1pp | -0.03%-15.6pp | 418.13%-433.8pp |
| Employer contribution / active EE | $2,364 | $5,620-57.9% | $4,952-52.3% | $4,741-50.1% |
| Participant deferral / active EE | $6,706 | $6,447+4.0% | $5,638+18.9% | $6,400+4.8% |
| Admin fee / account holder | $508 | $18,091-97.2% | $14,675-96.5% | $11,427-95.6% |