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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 | $138,448 | $167,362-17.3% | $143,799-3.7% | $134,532+2.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.16% | 0.47%-19.6pp | -0.04%-19.1pp | 418.27%-437.4pp |
| Employer contribution / active EE | $6,888 | $5,620+22.6% | $4,952+39.1% | $4,741+45.3% |
| Participant deferral / active EE | $7,063 | $6,447+9.6% | $5,638+25.3% | $6,401+10.4% |
| Admin fee / account holder | $3,910 | $18,094-78.4% | $14,677-73.4% | $11,429-65.8% |