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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 | $118,822 | $167,352-29.0% | $143,788-17.4% | $134,509-11.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.25% | 0.47%-16.7pp | -0.03%-16.2pp | 418.13%-434.4pp |
| Employer contribution / active EE | $5,928 | $5,620+5.5% | $4,952+19.7% | $4,741+25.1% |
| Participant deferral / active EE | $5,647 | $6,447-12.4% | $5,638+0.2% | $6,400-11.8% |
| Admin fee / account holder | $3,755 | $18,091-79.2% | $14,675-74.4% | $11,427-67.1% |