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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 | $145,298 | $167,362-13.2% | $143,799+1.0% | $134,532+8.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.87% | 0.47%-20.3pp | -0.04%-19.8pp | 418.27%-438.1pp |
| Employer contribution / active EE | $6,807 | $5,620+21.1% | $4,952+37.5% | $4,741+43.6% |
| Participant deferral / active EE | $5,453 | $6,447-15.4% | $5,638-3.3% | $6,401-14.8% |
| Admin fee / account holder | $6,111 | $18,094-66.2% | $14,677-58.4% | $11,429-46.5% |