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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 | $102,149 | $142,361-28.2% | $119,608-14.6% | $134,509-24.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.40% | -12.46%-5.9pp | -14.98%-3.4pp | 418.13%-436.5pp |
| Employer contribution / active EE | $2,807 | $5,224-46.3% | $4,232-33.7% | $4,741-40.8% |
| Participant deferral / active EE | $3,992 | $6,468-38.3% | $5,601-28.7% | $6,400-37.6% |
| Admin fee / account holder | $4,905 | $13,588-63.9% | $10,326-52.5% | $11,427-57.1% |