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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 | $106,147 | $167,353-36.6% | $143,797-26.2% | $134,545-21.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.98% | 0.48%-19.5pp | -0.04%-18.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $5,687 | $5,620+1.2% | $4,952+14.8% | $4,742+19.9% |
| Participant deferral / active EE | $7,381 | $6,447+14.5% | $5,638+30.9% | $6,401+15.3% |
| Admin fee / account holder | $3,055 | $18,096-83.1% | $14,679-79.2% | $11,431-73.3% |