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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 | $116,141 | $142,409-18.4% | $119,634-2.9% | $134,545-13.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.13% | -12.46%-1.7pp | -14.98%+0.8pp | 418.37%-432.5pp |
| Employer contribution / active EE | $2,985 | $5,224-42.9% | $4,232-29.5% | $4,742-37.0% |
| Participant deferral / active EE | $4,751 | $6,468-26.5% | $5,601-15.2% | $6,401-25.8% |
| Admin fee / account holder | $466 | $13,594-96.6% | $10,329-95.5% | $11,431-95.9% |