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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 | $126,492 | $167,522-24.5% | $151,639-16.6% | $134,532-6.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.23% | 7.81%-26.0pp | 3.34%-21.6pp | 418.27%-436.5pp |
| Employer contribution / active EE | $3,155 | $6,828-53.8% | $6,165-48.8% | $4,741-33.5% |
| Participant deferral / active EE | $7,404 | $8,986-17.6% | $8,363-11.5% | $6,401+15.7% |
| Admin fee / account holder | $2,468 | $13,780-82.1% | $11,613-78.7% | $11,429-78.4% |