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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 | $132,781 | $167,510-20.7% | $151,634-12.4% | $134,554-1.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.37% | 7.81%-22.2pp | 3.32%-17.7pp | 418.46%-432.8pp |
| Employer contribution / active EE | $3,031 | $6,828-55.6% | $6,165-50.8% | $4,742-36.1% |
| Participant deferral / active EE | $6,255 | $8,985-30.4% | $8,363-25.2% | $6,401-2.3% |
| Admin fee / account holder | $28,792 | $13,781+108.9% | $11,614+147.9% | $11,430+151.9% |