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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 | $230,644 | $167,353+37.8% | $143,797+60.4% | $134,545+71.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.70% | 0.48%-15.2pp | -0.04%-14.7pp | 418.37%-433.1pp |
| Employer contribution / active EE | $2,347 | $5,620-58.2% | $4,952-52.6% | $4,742-50.5% |
| Participant deferral / active EE | $5,529 | $6,447-14.2% | $5,638-1.9% | $6,401-13.6% |
| Admin fee / account holder | $3,669 | $18,096-79.7% | $14,679-75.0% | $11,431-67.9% |