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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 | $98,385 | $167,522-41.3% | $151,639-35.1% | $134,532-26.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.22% | 7.81%-26.0pp | 3.34%-21.6pp | 418.27%-436.5pp |
| Employer contribution / active EE | $9,984 | $6,828+46.2% | $6,165+62.0% | $4,741+110.6% |
| Participant deferral / active EE | $4,141 | $8,986-53.9% | $8,363-50.5% | $6,401-35.3% |
| Admin fee / account holder | $3,986 | $13,780-71.1% | $11,613-65.7% | $11,429-65.1% |