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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 | $128,309 | $167,353-23.3% | $143,797-10.8% | $134,545-4.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.91% | 0.48%-18.4pp | -0.04%-17.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $5,972 | $5,620+6.2% | $4,952+20.6% | $4,742+25.9% |
| Participant deferral / active EE | $16,736 | $6,447+159.6% | $5,638+196.8% | $6,401+161.4% |
| Admin fee / account holder | $1,813 | $18,096-90.0% | $14,679-87.6% | $11,431-84.1% |