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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 | $119,791 | $167,362-28.4% | $143,799-16.7% | $134,532-11.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.09% | 0.47%-17.6pp | -0.04%-17.0pp | 418.27%-435.4pp |
| Employer contribution / active EE | $6,142 | $5,620+9.3% | $4,952+24.0% | $4,741+29.5% |
| Participant deferral / active EE | $14,812 | $6,447+129.7% | $5,638+162.7% | $6,401+131.4% |
| Admin fee / account holder | $135,940 | $18,094+651.3% | $14,677+826.2% | $11,429+1089.5% |