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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 | $110,331 | $167,353-34.1% | $143,797-23.3% | $134,545-18.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.68% | 0.48%-17.2pp | -0.04%-16.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $7,295 | $5,620+29.8% | $4,952+47.3% | $4,742+53.8% |
| Participant deferral / active EE | $5,414 | $6,447-16.0% | $5,638-4.0% | $6,401-15.4% |
| Admin fee / account holder | $3,763 | $18,096-79.2% | $14,679-74.4% | $11,431-67.1% |