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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 | $114,060 | $167,533-31.9% | $151,645-24.8% | $134,545-15.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.97% | 7.81%-24.8pp | 3.34%-20.3pp | 418.37%-435.3pp |
| Employer contribution / active EE | $3,502 | $6,828-48.7% | $6,165-43.2% | $4,742-26.1% |
| Participant deferral / active EE | $14,945 | $8,985+66.3% | $8,363+78.7% | $6,401+133.5% |
| Admin fee / account holder | $3,513 | $13,781-74.5% | $11,614-69.8% | $11,431-69.3% |