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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 | $106,862 | $211,946-49.6% | $169,452-36.9% | $135,380-21.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.47% | 3.26%-9.7pp | 1.83%-8.3pp | 519.81%-526.3pp |
| Employer contribution / active EE | $3,601 | $5,117-29.6% | $4,157-13.4% | $4,779-24.6% |
| Participant deferral / active EE | $4,855 | $6,075-20.1% | $5,277-8.0% | $5,609-13.4% |
| Admin fee / account holder | $2,600 | $11,472-77.3% | $9,110-71.5% | $10,828-76.0% |