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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 | $107,675 | $167,353-35.7% | $143,797-25.1% | $134,545-20.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.56% | 0.48%-18.0pp | -0.04%-17.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $7,260 | $5,620+29.2% | $4,952+46.6% | $4,742+53.1% |
| Participant deferral / active EE | $7,699 | $6,447+19.4% | $5,638+36.5% | $6,401+20.3% |
| Admin fee / account holder | $4,654 | $18,096-74.3% | $14,679-68.3% | $11,431-59.3% |