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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 | $103,509 | $133,998-22.8% | $112,263-7.8% | $134,545-23.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.50% | 47.17%-64.7pp | 27.49%-45.0pp | 418.37%-435.9pp |
| Employer contribution / active EE | $1,851 | $4,040-54.2% | $3,636-49.1% | $4,742-61.0% |
| Participant deferral / active EE | $3,816 | $5,292-27.9% | $4,729-19.3% | $6,401-40.4% |
| Admin fee / account holder | $1,314 | $7,493-82.5% | $6,410-79.5% | $11,431-88.5% |