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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 | $154,157 | $167,352-7.9% | $143,788+7.2% | $134,509+14.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.71% | 0.47%-14.2pp | -0.03%-13.7pp | 418.13%-431.8pp |
| Employer contribution / active EE | $2,106 | $5,620-62.5% | $4,952-57.5% | $4,741-55.6% |
| Participant deferral / active EE | $3,833 | $6,447-40.5% | $5,638-32.0% | $6,400-40.1% |
| Admin fee / account holder | $8,717 | $18,091-51.8% | $14,675-40.6% | $11,427-23.7% |