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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 | $114,050 | $167,352-31.9% | $143,788-20.7% | $134,509-15.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.13% | 0.47%-17.6pp | -0.03%-17.1pp | 418.13%-435.3pp |
| Employer contribution / active EE | $3,097 | $5,620-44.9% | $4,952-37.5% | $4,741-34.7% |
| Participant deferral / active EE | $8,418 | $6,447+30.6% | $5,638+49.3% | $6,400+31.5% |
| Admin fee / account holder | $1,468 | $18,091-91.9% | $14,675-90.0% | $11,427-87.2% |