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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 | $100,311 | $138,102-27.4% | $125,381-20.0% | $134,532-25.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.31% | 750.73%-757.0pp | 572.31%-578.6pp | 418.27%-424.6pp |
| Employer contribution / active EE | $1,058 | $5,245-79.8% | $4,815-78.0% | $4,741-77.7% |
| Participant deferral / active EE | $7,920 | $7,801+1.5% | $7,448+6.3% | $6,401+23.7% |
| Admin fee / account holder | $13,999 | $11,568+21.0% | $10,007+39.9% | $11,429+22.5% |