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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 | $116,874 | $167,362-30.2% | $143,799-18.7% | $134,532-13.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.43% | 0.47%-16.9pp | -0.04%-16.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $2,082 | $5,620-63.0% | $4,952-58.0% | $4,741-56.1% |
| Participant deferral / active EE | $9,413 | $6,447+46.0% | $5,638+66.9% | $6,401+47.1% |
| Admin fee / account holder | $8,191 | $18,094-54.7% | $14,677-44.2% | $11,429-28.3% |