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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 | $127,456 | $167,352-23.8% | $143,788-11.4% | $134,509-5.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.53% | 0.47%-18.0pp | -0.03%-17.5pp | 418.13%-435.7pp |
| Employer contribution / active EE | $3,837 | $5,620-31.7% | $4,952-22.5% | $4,741-19.1% |
| Participant deferral / active EE | $17,587 | $6,447+172.8% | $5,638+211.9% | $6,400+174.8% |
| Admin fee / account holder | $1,810 | $18,091-90.0% | $14,675-87.7% | $11,427-84.2% |