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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 | $124,174 | $113,941+9.0% | $94,229+31.8% | $125,389-1.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.88% | 5.29%-8.2pp | 10.68%-13.6pp | 282.24%-285.1pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,733 | $5,179+10.7% | $4,320+32.7% | $5,352+7.1% |
| Admin fee / account holder | $9,836 | $8,392+17.2% | $6,269+56.9% | $9,541+3.1% |