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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 | $134,661 | $167,323-19.5% | $143,770-6.3% | $134,493+0.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.34% | 0.47%-16.8pp | -0.04%-16.3pp | 418.01%-434.4pp |
| Employer contribution / active EE | $3,808 | $5,619-32.2% | $4,951-23.1% | $4,740-19.7% |
| Participant deferral / active EE | $4,100 | $6,446-36.4% | $5,638-27.3% | $6,400-35.9% |
| Admin fee / account holder | $1,924 | $18,088-89.4% | $14,673-86.9% | $11,425-83.2% |