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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 | $126,920 | $167,362-24.2% | $143,799-11.7% | $134,532-5.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.00% | 0.47%-7.5pp | -0.04%-7.0pp | 418.27%-425.3pp |
| Employer contribution / active EE | $11,185 | $5,620+99.0% | $4,952+125.9% | $4,741+135.9% |
| Participant deferral / active EE | $6,032 | $6,447-6.4% | $5,638+7.0% | $6,401-5.8% |
| Admin fee / account holder | $1,606 | $18,094-91.1% | $14,677-89.1% | $11,429-85.9% |