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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 | $125,373 | $167,353-25.1% | $143,797-12.8% | $134,545-6.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.94% | 0.48%-14.4pp | -0.04%-13.9pp | 418.37%-432.3pp |
| Employer contribution / active EE | $4,874 | $5,620-13.3% | $4,952-1.6% | $4,742+2.8% |
| Participant deferral / active EE | $5,251 | $6,447-18.6% | $5,638-6.9% | $6,401-18.0% |
| Admin fee / account holder | $1,327 | $18,096-92.7% | $14,679-91.0% | $11,431-88.4% |