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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 | $234,015 | $167,353+39.8% | $143,797+62.7% | $134,545+73.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.26% | 0.48%-15.7pp | -0.04%-15.2pp | 418.37%-433.6pp |
| Employer contribution / active EE | $1,688 | $5,620-70.0% | $4,952-65.9% | $4,742-64.4% |
| Participant deferral / active EE | $3,488 | $6,447-45.9% | $5,638-38.1% | $6,401-45.5% |
| Admin fee / account holder | $4,826 | $18,096-73.3% | $14,679-67.1% | $11,431-57.8% |