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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 | $103,305 | $105,867-2.4% | $90,760+13.8% | $134,532-23.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -11.04% | -10.99%0pp | -12.16%+1.1pp | 418.27%-429.3pp |
| Employer contribution / active EE | $7,266 | $3,464+109.8% | $2,922+148.7% | $4,741+53.3% |
| Participant deferral / active EE | $7,094 | $5,217+36.0% | $4,565+55.4% | $6,401+10.8% |
| Admin fee / account holder | $1,179 | $13,936-91.5% | $8,444-86.0% | $11,429-89.7% |