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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 | $123,694 | $167,353-26.1% | $143,797-14.0% | $134,545-8.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.37% | 0.48%-17.9pp | -0.04%-17.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $6,191 | $5,620+10.1% | $4,952+25.0% | $4,742+30.6% |
| Participant deferral / active EE | $7,496 | $6,447+16.3% | $5,638+32.9% | $6,401+17.1% |
| Admin fee / account holder | $424 | $18,096-97.7% | $14,679-97.1% | $11,431-96.3% |