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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 | $80,159 | $167,353-52.1% | $143,797-44.3% | $134,545-40.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.85% | 0.48%-14.3pp | -0.04%-13.8pp | 418.37%-432.2pp |
| Employer contribution / active EE | $4,187 | $5,620-25.5% | $4,952-15.5% | $4,742-11.7% |
| Participant deferral / active EE | $7,088 | $6,447+9.9% | $5,638+25.7% | $6,401+10.7% |
| Admin fee / account holder | $9,203 | $18,096-49.1% | $14,679-37.3% | $11,431-19.5% |