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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 | $93,371 | $167,522-44.3% | $151,639-38.4% | $134,532-30.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.19% | 7.81%-21.0pp | 3.34%-16.5pp | 418.27%-431.5pp |
| Employer contribution / active EE | $3,022 | $6,828-55.7% | $6,165-51.0% | $4,741-36.3% |
| Participant deferral / active EE | $7,423 | $8,986-17.4% | $8,363-11.2% | $6,401+16.0% |
| Admin fee / account holder | $999 | $13,780-92.7% | $11,613-91.4% | $11,429-91.3% |