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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 | $122,119 | $167,353-27.0% | $143,797-15.1% | $134,545-9.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.16% | 0.48%-18.6pp | -0.04%-18.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $2,303 | $5,620-59.0% | $4,952-53.5% | $4,742-51.4% |
| Participant deferral / active EE | $7,637 | $6,447+18.5% | $5,638+35.5% | $6,401+19.3% |
| Admin fee / account holder | $2,585 | $18,096-85.7% | $14,679-82.4% | $11,431-77.4% |