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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 | $143,035 | $167,353-14.5% | $143,797-0.5% | $134,545+6.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.39% | 0.48%-14.9pp | -0.04%-14.4pp | 418.37%-432.8pp |
| Employer contribution / active EE | $4,444 | $5,620-20.9% | $4,952-10.3% | $4,742-6.3% |
| Participant deferral / active EE | $5,598 | $6,447-13.2% | $5,638-0.7% | $6,401-12.5% |
| Admin fee / account holder | $3,349 | $18,096-81.5% | $14,679-77.2% | $11,431-70.7% |