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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 | $128,713 | $167,353-23.1% | $143,797-10.5% | $134,545-4.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.80% | 0.48%-8.3pp | -0.04%-7.8pp | 418.37%-426.2pp |
| Employer contribution / active EE | $13,902 | $5,620+147.3% | $4,952+180.7% | $4,742+193.2% |
| Participant deferral / active EE | $6,485 | $6,447+0.6% | $5,638+15.0% | $6,401+1.3% |
| Admin fee / account holder | $881 | $18,096-95.1% | $14,679-94.0% | $11,431-92.3% |