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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 | $78,111 | $142,392-45.1% | $119,622-34.7% | $134,532-41.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.80% | -12.46%-3.3pp | -14.98%-0.8pp | 418.27%-434.1pp |
| Employer contribution / active EE | $11,910 | $5,224+128.0% | $4,232+181.4% | $4,741+151.2% |
| Participant deferral / active EE | $8,473 | $6,467+31.0% | $5,601+51.3% | $6,401+32.4% |
| Admin fee / account holder | $12,362 | $13,593-9.1% | $10,328+19.7% | $11,429+8.2% |