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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 | $110,902 | $142,392-22.1% | $119,622-7.3% | $134,532-17.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.82% | -12.46%-4.4pp | -14.98%-1.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $3,874 | $5,224-25.8% | $4,232-8.5% | $4,741-18.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $19,750 | $13,593+45.3% | $10,328+91.2% | $11,429+72.8% |