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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 | $119,750 | $167,353-28.4% | $143,797-16.7% | $134,545-11.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.11% | 0.48%-14.6pp | -0.04%-14.1pp | 418.37%-432.5pp |
| Employer contribution / active EE | $6,002 | $5,620+6.8% | $4,952+21.2% | $4,742+26.6% |
| Participant deferral / active EE | $4,726 | $6,447-26.7% | $5,638-16.2% | $6,401-26.2% |
| Admin fee / account holder | $397 | $18,096-97.8% | $14,679-97.3% | $11,431-96.5% |