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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 | $105,189 | $167,362-37.1% | $143,799-26.9% | $134,532-21.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.48% | 0.47%-12.0pp | -0.04%-11.4pp | 418.27%-429.7pp |
| Employer contribution / active EE | $6,482 | $5,620+15.3% | $4,952+30.9% | $4,741+36.7% |
| Participant deferral / active EE | $7,714 | $6,447+19.6% | $5,638+36.8% | $6,401+20.5% |
| Admin fee / account holder | $10,643 | $18,094-41.2% | $14,677-27.5% | $11,429-6.9% |