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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 | $126,123 | $167,353-24.6% | $143,797-12.3% | $134,545-6.3% |
| Participation rate | 95.7% | 84.8%+10.8pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -9.43% | 0.48%-9.9pp | -0.04%-9.4pp | 418.37%-427.8pp |
| Employer contribution / active EE | $7,502 | $5,620+33.5% | $4,952+51.5% | $4,742+58.2% |
| Participant deferral / active EE | $13,525 | $6,447+109.8% | $5,638+139.9% | $6,401+111.3% |
| Admin fee / account holder | $10,335 | $18,096-42.9% | $14,679-29.6% | $11,431-9.6% |