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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 | $108,431 | $167,362-35.2% | $143,799-24.6% | $134,532-19.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.97% | 0.47%-17.4pp | -0.04%-16.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $1,914 | $5,620-66.0% | $4,952-61.4% | $4,741-59.6% |
| Participant deferral / active EE | $2,372 | $6,447-63.2% | $5,638-57.9% | $6,401-62.9% |
| Admin fee / account holder | $19,857 | $18,094+9.7% | $14,677+35.3% | $11,429+73.8% |