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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 | $115,723 | $167,353-30.9% | $143,797-19.5% | $134,545-14.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.24% | 0.48%-18.7pp | -0.04%-18.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $5,835 | $5,620+3.8% | $4,952+17.8% | $4,742+23.1% |
| Participant deferral / active EE | $7,572 | $6,447+17.5% | $5,638+34.3% | $6,401+18.3% |
| Admin fee / account holder | $322 | $18,096-98.2% | $14,679-97.8% | $11,431-97.2% |