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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 | $133,863 | $167,352-20.0% | $143,788-6.9% | $134,509-0.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.27% | 0.47%-13.7pp | -0.03%-13.2pp | 418.13%-431.4pp |
| Employer contribution / active EE | $2,257 | $5,620-59.8% | $4,952-54.4% | $4,741-52.4% |
| Participant deferral / active EE | $4,493 | $6,447-30.3% | $5,638-20.3% | $6,400-29.8% |
| Admin fee / account holder | $1,915 | $18,091-89.4% | $14,675-86.9% | $11,427-83.2% |