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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 | $128,226 | $138,114-7.2% | $125,391+2.3% | $134,545-4.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.17% | 750.88%-752.1pp | 572.41%-573.6pp | 418.37%-419.5pp |
| Employer contribution / active EE | $3,086 | $5,246-41.2% | $4,816-35.9% | $4,742-34.9% |
| Participant deferral / active EE | $3,858 | $7,801-50.5% | $7,448-48.2% | $6,401-39.7% |
| Admin fee / account holder | $1,371 | $11,570-88.1% | $10,009-86.3% | $11,431-88.0% |