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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 | $104,421 | $167,362-37.6% | $143,799-27.4% | $134,532-22.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.46% | 0.47%-15.9pp | -0.04%-15.4pp | 418.27%-433.7pp |
| Employer contribution / active EE | $6,793 | $5,620+20.9% | $4,952+37.2% | $4,741+43.3% |
| Participant deferral / active EE | $6,116 | $6,447-5.1% | $5,638+8.5% | $6,401-4.5% |
| Admin fee / account holder | $2,774 | $18,094-84.7% | $14,677-81.1% | $11,429-75.7% |