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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 | $107,515 | $167,362-35.8% | $143,799-25.2% | $134,532-20.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.01% | 0.47%-17.5pp | -0.04%-17.0pp | 418.27%-435.3pp |
| Employer contribution / active EE | $4,786 | $5,620-14.8% | $4,952-3.4% | $4,741+0.9% |
| Participant deferral / active EE | $4,119 | $6,447-36.1% | $5,638-26.9% | $6,401-35.6% |
| Admin fee / account holder | $694 | $18,094-96.2% | $14,677-95.3% | $11,429-93.9% |