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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 | $109,640 | $142,409-23.0% | $119,634-8.4% | $134,545-18.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.04% | -12.46%-4.6pp | -14.98%-2.1pp | 418.37%-435.4pp |
| Employer contribution / active EE | $12,645 | $5,224+142.0% | $4,232+198.8% | $4,742+166.7% |
| Participant deferral / active EE | $9,000 | $6,468+39.1% | $5,601+60.7% | $6,401+40.6% |
| Admin fee / account holder | $3,881 | $13,594-71.5% | $10,329-62.4% | $11,431-66.0% |