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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 | $102,771 | $129,960-20.9% | $104,299-1.5% | $134,545-23.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.34% | 42.06%-56.4pp | 24.62%-39.0pp | 418.37%-432.7pp |
| Employer contribution / active EE | $3,445 | $4,186-17.7% | $3,373+2.1% | $4,742-27.4% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,151 | $9,324-87.7% | $7,339-84.3% | $11,431-89.9% |