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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 | $123,217 | $167,352-26.4% | $143,788-14.3% | $134,509-8.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.55% | 0.47%-19.0pp | -0.03%-18.5pp | 418.13%-436.7pp |
| Employer contribution / active EE | $3,515 | $5,620-37.5% | $4,952-29.0% | $4,741-25.9% |
| Participant deferral / active EE | $8,750 | $6,447+35.7% | $5,638+55.2% | $6,400+36.7% |
| Admin fee / account holder | $1,264 | $18,091-93.0% | $14,675-91.4% | $11,427-88.9% |