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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 | $107,985 | $167,353-35.5% | $143,797-24.9% | $134,545-19.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.75% | 0.48%-17.2pp | -0.04%-16.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $2,627 | $5,620-53.3% | $4,952-46.9% | $4,742-44.6% |
| Participant deferral / active EE | $5,144 | $6,447-20.2% | $5,638-8.8% | $6,401-19.6% |
| Admin fee / account holder | $1,370 | $18,096-92.4% | $14,679-90.7% | $11,431-88.0% |