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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 | $114,445 | $142,361-19.6% | $119,608-4.3% | $134,509-14.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.49% | -12.46%-3.0pp | -14.98%-0.5pp | 418.13%-433.6pp |
| Employer contribution / active EE | $5,040 | $5,224-3.5% | $4,232+19.1% | $4,741+6.3% |
| Participant deferral / active EE | $6,033 | $6,468-6.7% | $5,601+7.7% | $6,400-5.7% |
| Admin fee / account holder | $4,439 | $13,588-67.3% | $10,326-57.0% | $11,427-61.2% |