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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 | $121,299 | $167,353-27.5% | $143,797-15.6% | $134,545-9.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.35% | 0.48%-16.8pp | -0.04%-16.3pp | 418.37%-434.7pp |
| Employer contribution / active EE | $8,531 | $5,620+51.8% | $4,952+72.3% | $4,742+79.9% |
| Participant deferral / active EE | $4,275 | $6,447-33.7% | $5,638-24.2% | $6,401-33.2% |
| Admin fee / account holder | $470 | $18,096-97.4% | $14,679-96.8% | $11,431-95.9% |