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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 | $100,609 | $142,358-29.3% | $119,615-15.9% | $134,493-25.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.27% | -12.46%-4.8pp | -14.98%-2.3pp | 418.01%-435.3pp |
| Employer contribution / active EE | $10,065 | $5,223+92.7% | $4,232+137.8% | $4,740+112.3% |
| Participant deferral / active EE | $7,864 | $6,470+21.5% | $5,602+40.4% | $6,400+22.9% |
| Admin fee / account holder | $2,084 | $13,585-84.7% | $10,324-79.8% | $11,425-81.8% |