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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 | $101,019 | $167,362-39.6% | $143,799-29.7% | $134,532-24.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.61% | 0.47%-16.1pp | -0.04%-15.6pp | 418.27%-433.9pp |
| Employer contribution / active EE | $2,633 | $5,620-53.2% | $4,952-46.8% | $4,741-44.5% |
| Participant deferral / active EE | $3,923 | $6,447-39.2% | $5,638-30.4% | $6,401-38.7% |
| Admin fee / account holder | $817 | $18,094-95.5% | $14,677-94.4% | $11,429-92.9% |