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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 | $114,870 | $167,353-31.4% | $143,797-20.1% | $134,545-14.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.51% | 0.48%-15.0pp | -0.04%-14.5pp | 418.37%-432.9pp |
| Employer contribution / active EE | $12,024 | $5,620+113.9% | $4,952+142.8% | $4,742+153.6% |
| Participant deferral / active EE | $4,910 | $6,447-23.8% | $5,638-12.9% | $6,401-23.3% |
| Admin fee / account holder | $7,026 | $18,096-61.2% | $14,679-52.1% | $11,431-38.5% |