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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 | $136,361 | $142,409-4.2% | $119,634+14.0% | $134,545+1.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.67% | -12.46%-7.2pp | -14.98%-4.7pp | 418.37%-438.0pp |
| Employer contribution / active EE | $8,333 | $5,224+59.5% | $4,232+96.9% | $4,742+75.8% |
| Participant deferral / active EE | $8,931 | $6,468+38.1% | $5,601+59.4% | $6,401+39.5% |
| Admin fee / account holder | $3,553 | $13,594-73.9% | $10,329-65.6% | $11,431-68.9% |