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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 | $90,340 | $167,533-46.1% | $151,645-40.4% | $134,545-32.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.04% | 7.81%-21.9pp | 3.34%-17.4pp | 418.37%-432.4pp |
| Employer contribution / active EE | $3,417 | $6,828-50.0% | $6,165-44.6% | $4,742-27.9% |
| Participant deferral / active EE | $5,400 | $8,985-39.9% | $8,363-35.4% | $6,401-15.6% |
| Admin fee / account holder | $1,257 | $13,781-90.9% | $11,614-89.2% | $11,431-89.0% |