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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 | $88,467 | $135,645-34.8% | $110,243-19.8% | $135,379-34.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.92% | 513.24%-516.2pp | 314.76%-317.7pp | 519.79%-522.7pp |
| Employer contribution / active EE | $3,094 | $4,907-37.0% | $3,827-19.2% | $4,779-35.3% |
| Participant deferral / active EE | $3,923 | $5,507-28.8% | $4,672-16.0% | $5,609-30.1% |
| Admin fee / account holder | $748 | $11,458-93.5% | $8,548-91.3% | $10,828-93.1% |