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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 | $118,832 | $167,362-29.0% | $143,799-17.4% | $134,532-11.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.42% | 0.47%-16.9pp | -0.04%-16.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $7,356 | $5,620+30.9% | $4,952+48.5% | $4,741+55.1% |
| Participant deferral / active EE | $5,462 | $6,447-15.3% | $5,638-3.1% | $6,401-14.7% |
| Admin fee / account holder | $3,576 | $18,094-80.2% | $14,677-75.6% | $11,429-68.7% |