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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 | $133,313 | $167,353-20.3% | $143,797-7.3% | $134,545-0.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.58% | 0.48%-15.1pp | -0.04%-14.5pp | 418.37%-433.0pp |
| Employer contribution / active EE | $7,297 | $5,620+29.8% | $4,952+47.3% | $4,742+53.9% |
| Participant deferral / active EE | $3,417 | $6,447-47.0% | $5,638-39.4% | $6,401-46.6% |
| Admin fee / account holder | $1,770 | $18,096-90.2% | $14,679-87.9% | $11,431-84.5% |