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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 | $136,755 | $167,362-18.3% | $143,799-4.9% | $134,532+1.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.00% | 0.47%-13.5pp | -0.04%-13.0pp | 418.27%-431.3pp |
| Employer contribution / active EE | $5,234 | $5,620-6.9% | $4,952+5.7% | $4,741+10.4% |
| Participant deferral / active EE | $8,307 | $6,447+28.8% | $5,638+47.3% | $6,401+29.8% |
| Admin fee / account holder | $8,394 | $18,094-53.6% | $14,677-42.8% | $11,429-26.5% |