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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 | $110,773 | $167,353-33.8% | $143,797-23.0% | $134,545-17.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.63% | 0.48%-10.1pp | -0.04%-9.6pp | 418.37%-428.0pp |
| Employer contribution / active EE | $6,085 | $5,620+8.3% | $4,952+22.9% | $4,742+28.3% |
| Participant deferral / active EE | $6,221 | $6,447-3.5% | $5,638+10.3% | $6,401-2.8% |
| Admin fee / account holder | $3,986 | $18,096-78.0% | $14,679-72.8% | $11,431-65.1% |