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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 | $119,171 | $158,852-25.0% | $121,220-1.7% | $135,379-12.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -4.20% | -0.64%-3.6pp | 16.94%-21.1pp | 519.79%-524.0pp |
| Employer contribution / active EE | $3,383 | $5,666-40.3% | $4,023-15.9% | $4,779-29.2% |
| Participant deferral / active EE | $2,959 | $4,006-26.1% | $3,345-11.6% | $5,609-47.3% |
| Admin fee / account holder | $1,245 | $6,515-80.9% | $5,021-75.2% | $10,828-88.5% |