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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 | $136,180 | $167,362-18.6% | $143,799-5.3% | $134,532+1.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.83% | 0.47%-17.3pp | -0.04%-16.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $6,124 | $5,620+9.0% | $4,952+23.7% | $4,741+29.2% |
| Participant deferral / active EE | $11,446 | $6,447+77.5% | $5,638+103.0% | $6,401+78.8% |
| Admin fee / account holder | $8,973 | $18,094-50.4% | $14,677-38.9% | $11,429-21.5% |