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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 | $140,935 | $167,353-15.8% | $143,797-2.0% | $134,545+4.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.03% | 0.48%-20.5pp | -0.04%-20.0pp | 418.37%-438.4pp |
| Employer contribution / active EE | $5,863 | $5,620+4.3% | $4,952+18.4% | $4,742+23.7% |
| Participant deferral / active EE | $13,360 | $6,447+107.2% | $5,638+136.9% | $6,401+108.7% |
| Admin fee / account holder | $5,485 | $18,096-69.7% | $14,679-62.6% | $11,431-52.0% |