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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 | $103,234 | $167,522-38.4% | $151,639-31.9% | $134,532-23.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.21% | 7.81%-28.0pp | 3.34%-23.5pp | 418.27%-438.5pp |
| Employer contribution / active EE | $3,045 | $6,828-55.4% | $6,165-50.6% | $4,741-35.8% |
| Participant deferral / active EE | $19,350 | $8,986+115.3% | $8,363+131.4% | $6,401+202.3% |
| Admin fee / account holder | $1,628 | $13,780-88.2% | $11,613-86.0% | $11,429-85.8% |