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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 | $101,358 | $167,362-39.4% | $143,799-29.5% | $134,532-24.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.93% | 0.47%-16.4pp | -0.04%-15.9pp | 418.27%-434.2pp |
| Employer contribution / active EE | $6,691 | $5,620+19.0% | $4,952+35.1% | $4,741+41.1% |
| Participant deferral / active EE | $8,636 | $6,447+33.9% | $5,638+53.2% | $6,401+34.9% |
| Admin fee / account holder | $3,836 | $18,094-78.8% | $14,677-73.9% | $11,429-66.4% |