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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 | $128,932 | $167,353-23.0% | $143,797-10.3% | $134,545-4.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.07% | 0.48%-12.5pp | -0.04%-12.0pp | 418.37%-430.4pp |
| Employer contribution / active EE | $5,231 | $5,620-6.9% | $4,952+5.6% | $4,742+10.3% |
| Participant deferral / active EE | $6,172 | $6,447-4.3% | $5,638+9.5% | $6,401-3.6% |
| Admin fee / account holder | $7,293 | $18,096-59.7% | $14,679-50.3% | $11,431-36.2% |