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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 | $123,118 | $167,353-26.4% | $143,797-14.4% | $134,545-8.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.70% | 0.48%-19.2pp | -0.04%-18.7pp | 418.37%-437.1pp |
| Employer contribution / active EE | $2,523 | $5,620-55.1% | $4,952-49.1% | $4,742-46.8% |
| Participant deferral / active EE | $6,250 | $6,447-3.1% | $5,638+10.8% | $6,401-2.4% |
| Admin fee / account holder | $639 | $18,096-96.5% | $14,679-95.6% | $11,431-94.4% |