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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 | $131,586 | $167,362-21.4% | $143,799-8.5% | $134,532-2.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.78% | 0.47%-20.3pp | -0.04%-19.7pp | 418.27%-438.0pp |
| Employer contribution / active EE | $1,156 | $5,620-79.4% | $4,952-76.6% | $4,741-75.6% |
| Participant deferral / active EE | $3,512 | $6,447-45.5% | $5,638-37.7% | $6,401-45.1% |
| Admin fee / account holder | $678 | $18,094-96.3% | $14,677-95.4% | $11,429-94.1% |