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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 | $100,854 | $142,392-29.2% | $119,622-15.7% | $134,532-25.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -3.36% | -12.46%+9.1pp | -14.98%+11.6pp | 418.27%-421.6pp |
| Employer contribution / active EE | $14,369 | $5,224+175.1% | $4,232+239.5% | $4,741+203.1% |
| Participant deferral / active EE | $3,717 | $6,467-42.5% | $5,601-33.6% | $6,401-41.9% |
| Admin fee / account holder | $63,920 | $13,593+370.3% | $10,328+518.9% | $11,429+459.3% |