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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 | $82,540 | $167,353-50.7% | $143,797-42.6% | $134,545-38.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.88% | 0.48%-14.4pp | -0.04%-13.8pp | 418.37%-432.3pp |
| Employer contribution / active EE | $6,975 | $5,620+24.1% | $4,952+40.8% | $4,742+47.1% |
| Participant deferral / active EE | $5,218 | $6,447-19.1% | $5,638-7.5% | $6,401-18.5% |
| Admin fee / account holder | $12,428 | $18,096-31.3% | $14,679-15.3% | $11,431+8.7% |