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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 | $124,894 | $167,352-25.4% | $143,788-13.1% | $134,509-7.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.38% | 0.47%-14.9pp | -0.03%-14.4pp | 418.13%-432.5pp |
| Employer contribution / active EE | $6,628 | $5,620+17.9% | $4,952+33.9% | $4,741+39.8% |
| Participant deferral / active EE | $8,003 | $6,447+24.1% | $5,638+41.9% | $6,400+25.0% |
| Admin fee / account holder | $4,705 | $18,091-74.0% | $14,675-67.9% | $11,427-58.8% |