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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 | $103,209 | $142,409-27.5% | $119,634-13.7% | $134,545-23.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.68% | -12.46%-6.2pp | -14.98%-3.7pp | 418.37%-437.0pp |
| Employer contribution / active EE | $6,431 | $5,224+23.1% | $4,232+51.9% | $4,742+35.6% |
| Participant deferral / active EE | $5,543 | $6,468-14.3% | $5,601-1.0% | $6,401-13.4% |
| Admin fee / account holder | $6,315 | $13,594-53.5% | $10,329-38.9% | $11,431-44.8% |