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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 | $104,919 | $142,392-26.3% | $119,622-12.3% | $134,532-22.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.21% | -12.46%-4.7pp | -14.98%-2.2pp | 418.27%-435.5pp |
| Employer contribution / active EE | $10,015 | $5,224+91.7% | $4,232+136.6% | $4,741+111.2% |
| Participant deferral / active EE | $6,170 | $6,467-4.6% | $5,601+10.2% | $6,401-3.6% |
| Admin fee / account holder | $13,070 | $13,593-3.8% | $10,328+26.6% | $11,429+14.4% |