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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 | $134,030 | $167,362-19.9% | $143,799-6.8% | $134,532-0.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.64% | 0.47%-4.1pp | -0.04%-3.6pp | 418.27%-421.9pp |
| Employer contribution / active EE | $2,202 | $5,620-60.8% | $4,952-55.5% | $4,741-53.6% |
| Participant deferral / active EE | $6,500 | $6,447+0.8% | $5,638+15.3% | $6,401+1.5% |
| Admin fee / account holder | $5,800 | $18,094-67.9% | $14,677-60.5% | $11,429-49.2% |