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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 | $119,106 | $142,409-16.4% | $119,634-0.4% | $134,545-11.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.61% | -12.46%-0.2pp | -14.98%+2.4pp | 418.37%-431.0pp |
| Employer contribution / active EE | $7,559 | $5,224+44.7% | $4,232+78.6% | $4,742+59.4% |
| Participant deferral / active EE | $10,314 | $6,468+59.5% | $5,601+84.1% | $6,401+61.1% |
| Admin fee / account holder | $1,406 | $13,594-89.7% | $10,329-86.4% | $11,431-87.7% |