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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 | $124,379 | $167,353-25.7% | $143,797-13.5% | $134,545-7.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.10% | 0.48%-14.6pp | -0.04%-14.1pp | 418.37%-432.5pp |
| Employer contribution / active EE | $2,950 | $5,620-47.5% | $4,952-40.4% | $4,742-37.8% |
| Participant deferral / active EE | $3,882 | $6,447-39.8% | $5,638-31.2% | $6,401-39.4% |
| Admin fee / account holder | $25,198 | $18,096+39.2% | $14,679+71.7% | $11,431+120.4% |