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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 | $103,051 | $167,522-38.5% | $151,639-32.0% | $134,532-23.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.42% | 7.81%-25.2pp | 3.34%-20.8pp | 418.27%-435.7pp |
| Employer contribution / active EE | $4,858 | $6,828-28.9% | $6,165-21.2% | $4,741+2.5% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $836 | $13,780-93.9% | $11,613-92.8% | $11,429-92.7% |