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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 | $135,747 | $167,353-18.9% | $143,797-5.6% | $134,545+0.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.75% | 0.48%-18.2pp | -0.04%-17.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $2,485 | $5,620-55.8% | $4,952-49.8% | $4,742-47.6% |
| Participant deferral / active EE | $3,957 | $6,447-38.6% | $5,638-29.8% | $6,401-38.2% |
| Admin fee / account holder | $472 | $18,096-97.4% | $14,679-96.8% | $11,431-95.9% |