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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 | $132,150 | $167,362-21.0% | $143,799-8.1% | $134,532-1.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.95% | 0.47%-18.4pp | -0.04%-17.9pp | 418.27%-436.2pp |
| Employer contribution / active EE | $2,360 | $5,620-58.0% | $4,952-52.4% | $4,741-50.2% |
| Participant deferral / active EE | $7,748 | $6,447+20.2% | $5,638+37.4% | $6,401+21.0% |
| Admin fee / account holder | $901 | $18,094-95.0% | $14,677-93.9% | $11,429-92.1% |