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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 | $90,865 | $113,941-20.3% | $94,229-3.6% | $125,389-27.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.06% | 5.29%-8.4pp | 10.68%-13.7pp | 282.24%-285.3pp |
| Employer contribution / active EE | $2,103 | $4,727-55.5% | $3,587-41.4% | $4,866-56.8% |
| Participant deferral / active EE | $10,495 | $5,179+102.7% | $4,320+142.9% | $5,352+96.1% |
| Admin fee / account holder | $29,274 | $8,392+248.9% | $6,269+366.9% | $9,541+206.8% |