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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 | $121,720 | $167,362-27.3% | $143,799-15.4% | $134,532-9.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.70% | 0.47%-17.2pp | -0.04%-16.7pp | 418.27%-435.0pp |
| Employer contribution / active EE | $3,583 | $5,620-36.2% | $4,952-27.6% | $4,741-24.4% |
| Participant deferral / active EE | $7,502 | $6,447+16.4% | $5,638+33.1% | $6,401+17.2% |
| Admin fee / account holder | $51,607 | $18,094+185.2% | $14,677+251.6% | $11,429+351.6% |