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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 | $101,222 | $142,409-28.9% | $119,634-15.4% | $134,545-24.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.56% | -12.46%-4.1pp | -14.98%-1.6pp | 418.37%-434.9pp |
| Employer contribution / active EE | $10,758 | $5,224+105.9% | $4,232+154.2% | $4,742+126.9% |
| Participant deferral / active EE | $8,108 | $6,468+25.3% | $5,601+44.7% | $6,401+26.7% |
| Admin fee / account holder | $875 | $13,594-93.6% | $10,329-91.5% | $11,431-92.3% |