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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 | $132,139 | $167,362-21.0% | $143,799-8.1% | $134,532-1.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.54% | 0.47%-15.0pp | -0.04%-14.5pp | 418.27%-432.8pp |
| Employer contribution / active EE | $5,401 | $5,620-3.9% | $4,952+9.1% | $4,741+13.9% |
| Participant deferral / active EE | $3,670 | $6,447-43.1% | $5,638-34.9% | $6,401-42.7% |
| Admin fee / account holder | $1,099 | $18,094-93.9% | $14,677-92.5% | $11,429-90.4% |