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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 | $101,307 | $167,362-39.5% | $143,799-29.5% | $134,532-24.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.48% | 0.47%-18.0pp | -0.04%-17.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,941 | $5,620-65.5% | $4,952-60.8% | $4,741-59.1% |
| Participant deferral / active EE | $6,112 | $6,447-5.2% | $5,638+8.4% | $6,401-4.5% |
| Admin fee / account holder | $2,202 | $18,094-87.8% | $14,677-85.0% | $11,429-80.7% |