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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 | $106,411 | $142,392-25.3% | $119,622-11.0% | $134,532-20.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.13% | -12.46%-3.7pp | -14.98%-1.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $3,557 | $5,224-31.9% | $4,232-15.9% | $4,741-25.0% |
| Participant deferral / active EE | $5,932 | $6,467-8.3% | $5,601+5.9% | $6,401-7.3% |
| Admin fee / account holder | $6,408 | $13,593-52.9% | $10,328-38.0% | $11,429-43.9% |