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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 | $153,097 | $142,392+7.5% | $119,622+28.0% | $134,532+13.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.29% | -12.46%+5.2pp | -14.98%+7.7pp | 418.27%-425.6pp |
| Employer contribution / active EE | $3,860 | $5,224-26.1% | $4,232-8.8% | $4,741-18.6% |
| Participant deferral / active EE | $14,620 | $6,467+126.1% | $5,601+161.0% | $6,401+128.4% |
| Admin fee / account holder | $641 | $13,593-95.3% | $10,328-93.8% | $11,429-94.4% |