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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 | $106,967 | $167,353-36.1% | $143,797-25.6% | $134,545-20.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.40% | 0.48%-14.9pp | -0.04%-14.4pp | 418.37%-432.8pp |
| Employer contribution / active EE | $5,575 | $5,620-0.8% | $4,952+12.6% | $4,742+17.6% |
| Participant deferral / active EE | $8,170 | $6,447+26.7% | $5,638+44.9% | $6,401+27.6% |
| Admin fee / account holder | $300 | $18,096-98.3% | $14,679-98.0% | $11,431-97.4% |