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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 | $120,234 | $167,353-28.2% | $143,797-16.4% | $134,545-10.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.76% | 0.48%-6.2pp | -0.04%-5.7pp | 418.37%-424.1pp |
| Employer contribution / active EE | $6,113 | $5,620+8.8% | $4,952+23.4% | $4,742+28.9% |
| Participant deferral / active EE | $5,698 | $6,447-11.6% | $5,638+1.1% | $6,401-11.0% |
| Admin fee / account holder | $163,284 | $18,096+802.3% | $14,679+1012.4% | $11,431+1328.5% |