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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 | $128,403 | $167,362-23.3% | $143,799-10.7% | $134,532-4.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.64% | 0.47%-13.1pp | -0.04%-12.6pp | 418.27%-430.9pp |
| Employer contribution / active EE | $3,353 | $5,620-40.3% | $4,952-32.3% | $4,741-29.3% |
| Participant deferral / active EE | $6,172 | $6,447-4.3% | $5,638+9.5% | $6,401-3.6% |
| Admin fee / account holder | $906 | $18,094-95.0% | $14,677-93.8% | $11,429-92.1% |