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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 | $117,833 | $167,353-29.6% | $143,797-18.1% | $134,545-12.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.41% | 0.48%-17.9pp | -0.04%-17.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $3,229 | $5,620-42.6% | $4,952-34.8% | $4,742-31.9% |
| Participant deferral / active EE | $6,574 | $6,447+2.0% | $5,638+16.6% | $6,401+2.7% |
| Admin fee / account holder | $5,512 | $18,096-69.5% | $14,679-62.5% | $11,431-51.8% |