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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 | $115,821 | $142,392-18.7% | $119,622-3.2% | $134,532-13.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.62% | -12.46%-2.2pp | -14.98%+0.4pp | 418.27%-432.9pp |
| Employer contribution / active EE | $10,654 | $5,224+104.0% | $4,232+151.7% | $4,741+124.7% |
| Participant deferral / active EE | $3,838 | $6,467-40.7% | $5,601-31.5% | $6,401-40.0% |
| Admin fee / account holder | $2,440 | $13,593-82.0% | $10,328-76.4% | $11,429-78.6% |