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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 | $141,590 | $167,352-15.4% | $143,788-1.5% | $134,509+5.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.56% | 0.47%-15.0pp | -0.03%-14.5pp | 418.13%-432.7pp |
| Employer contribution / active EE | $2,067 | $5,620-63.2% | $4,952-58.3% | $4,741-56.4% |
| Participant deferral / active EE | $6,295 | $6,447-2.4% | $5,638+11.6% | $6,400-1.6% |
| Admin fee / account holder | $460 | $18,091-97.5% | $14,675-96.9% | $11,427-96.0% |