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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 | $116,394 | $167,362-30.5% | $143,799-19.1% | $134,532-13.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.90% | 0.47%-16.4pp | -0.04%-15.9pp | 418.27%-434.2pp |
| Employer contribution / active EE | $6,856 | $5,620+22.0% | $4,952+38.5% | $4,741+44.6% |
| Participant deferral / active EE | $7,167 | $6,447+11.2% | $5,638+27.1% | $6,401+12.0% |
| Admin fee / account holder | $1,734 | $18,094-90.4% | $14,677-88.2% | $11,429-84.8% |