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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 | $131,358 | $167,533-21.6% | $151,645-13.4% | $134,545-2.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.24% | 7.81%-23.1pp | 3.34%-18.6pp | 418.37%-433.6pp |
| Employer contribution / active EE | $2,541 | $6,828-62.8% | $6,165-58.8% | $4,742-46.4% |
| Participant deferral / active EE | $5,308 | $8,985-40.9% | $8,363-36.5% | $6,401-17.1% |
| Admin fee / account holder | $2,137 | $13,781-84.5% | $11,614-81.6% | $11,431-81.3% |