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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 | $100,231 | $142,409-29.6% | $119,634-16.2% | $134,545-25.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.53% | -12.46%+3.9pp | -14.98%+6.5pp | 418.37%-426.9pp |
| Employer contribution / active EE | $4,981 | $5,224-4.7% | $4,232+17.7% | $4,742+5.1% |
| Participant deferral / active EE | $11,751 | $6,468+81.7% | $5,601+109.8% | $6,401+83.6% |
| Admin fee / account holder | $15,740 | $13,594+15.8% | $10,329+52.4% | $11,431+37.7% |