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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 | $119,493 | $167,353-28.6% | $143,797-16.9% | $134,545-11.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.12% | 0.48%-15.6pp | -0.04%-15.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $9,097 | $5,620+61.9% | $4,952+83.7% | $4,742+91.9% |
| Participant deferral / active EE | $6,298 | $6,447-2.3% | $5,638+11.7% | $6,401-1.6% |
| Admin fee / account holder | $10,416 | $18,096-42.4% | $14,679-29.0% | $11,431-8.9% |