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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 | $123,476 | $167,362-26.2% | $143,799-14.1% | $134,532-8.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.06% | 0.47%-16.5pp | -0.04%-16.0pp | 418.27%-434.3pp |
| Employer contribution / active EE | $6,757 | $5,620+20.2% | $4,952+36.4% | $4,741+42.5% |
| Participant deferral / active EE | $4,908 | $6,447-23.9% | $5,638-13.0% | $6,401-23.3% |
| Admin fee / account holder | $3,003 | $18,094-83.4% | $14,677-79.5% | $11,429-73.7% |