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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 | $94,145 | $167,533-43.8% | $151,645-37.9% | $134,545-30.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.32% | 7.81%-25.1pp | 3.34%-20.7pp | 418.37%-435.7pp |
| Employer contribution / active EE | $5,468 | $6,828-19.9% | $6,165-11.3% | $4,742+15.3% |
| Participant deferral / active EE | $11,861 | $8,985+32.0% | $8,363+41.8% | $6,401+85.3% |
| Admin fee / account holder | $1,113 | $13,781-91.9% | $11,614-90.4% | $11,431-90.3% |