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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 | $106,019 | $142,392-25.5% | $119,622-11.4% | $134,532-21.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.84% | -12.46%-3.4pp | -14.98%-0.9pp | 418.27%-434.1pp |
| Employer contribution / active EE | $3,436 | $5,224-34.2% | $4,232-18.8% | $4,741-27.5% |
| Participant deferral / active EE | $7,697 | $6,467+19.0% | $5,601+37.4% | $6,401+20.3% |
| Admin fee / account holder | $2,771 | $13,593-79.6% | $10,328-73.2% | $11,429-75.8% |