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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 | $104,089 | $167,522-37.9% | $151,639-31.4% | $134,532-22.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.85% | 7.81%-20.7pp | 3.34%-16.2pp | 418.27%-431.1pp |
| Employer contribution / active EE | $5,525 | $6,828-19.1% | $6,165-10.4% | $4,741+16.5% |
| Participant deferral / active EE | $7,921 | $8,986-11.9% | $8,363-5.3% | $6,401+23.7% |
| Admin fee / account holder | $28,591 | $13,780+107.5% | $11,613+146.2% | $11,429+150.2% |