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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 | $112,348 | $167,533-32.9% | $151,645-25.9% | $134,545-16.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.87% | 7.81%-20.7pp | 3.34%-16.2pp | 418.37%-431.2pp |
| Employer contribution / active EE | $5,156 | $6,828-24.5% | $6,165-16.4% | $4,742+8.7% |
| Participant deferral / active EE | $6,397 | $8,985-28.8% | $8,363-23.5% | $6,401-0.1% |
| Admin fee / account holder | $3,281 | $13,781-76.2% | $11,614-71.8% | $11,431-71.3% |