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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 | $129,009 | $167,353-22.9% | $143,797-10.3% | $134,545-4.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.21% | 0.48%-14.7pp | -0.04%-14.2pp | 418.37%-432.6pp |
| Employer contribution / active EE | $7,608 | $5,620+35.4% | $4,952+53.6% | $4,742+60.5% |
| Participant deferral / active EE | $6,750 | $6,447+4.7% | $5,638+19.7% | $6,401+5.4% |
| Admin fee / account holder | $3,918 | $18,096-78.4% | $14,679-73.3% | $11,431-65.7% |