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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 | $130,840 | $190,879-31.5% | $160,009-18.2% | $134,532-2.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.45% | 552.63%-571.1pp | 408.85%-427.3pp | 418.27%-436.7pp |
| Employer contribution / active EE | $942 | $4,995-81.1% | $4,225-77.7% | $4,741-80.1% |
| Participant deferral / active EE | $9,422 | $6,924+36.1% | $6,183+52.4% | $6,401+47.2% |
| Admin fee / account holder | $1,153 | $10,495-89.0% | $8,715-86.8% | $11,429-89.9% |