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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 | $127,128 | $167,362-24.0% | $143,799-11.6% | $134,532-5.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.96% | 0.47%-19.4pp | -0.04%-18.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $2,506 | $5,620-55.4% | $4,952-49.4% | $4,741-47.1% |
| Participant deferral / active EE | $7,266 | $6,447+12.7% | $5,638+28.9% | $6,401+13.5% |
| Admin fee / account holder | $1,753 | $18,094-90.3% | $14,677-88.1% | $11,429-84.7% |