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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 | $135,686 | $167,353-18.9% | $143,797-5.6% | $134,545+0.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.00% | 0.48%-14.5pp | -0.04%-14.0pp | 418.37%-432.4pp |
| Employer contribution / active EE | $1,651 | $5,620-70.6% | $4,952-66.7% | $4,742-65.2% |
| Participant deferral / active EE | $8,242 | $6,447+27.8% | $5,638+46.2% | $6,401+28.8% |
| Admin fee / account holder | $1,307 | $18,096-92.8% | $14,679-91.1% | $11,431-88.6% |