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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 | $120,434 | $167,522-28.1% | $151,639-20.6% | $134,532-10.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.47% | 7.81%-20.3pp | 3.34%-15.8pp | 418.27%-430.7pp |
| Employer contribution / active EE | $6,952 | $6,828+1.8% | $6,165+12.8% | $4,741+46.6% |
| Participant deferral / active EE | $14,134 | $8,986+57.3% | $8,363+69.0% | $6,401+120.8% |
| Admin fee / account holder | $5,969 | $13,780-56.7% | $11,613-48.6% | $11,429-47.8% |