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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 | $145,292 | $142,409+2.0% | $119,634+21.4% | $134,545+8.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.19% | -12.46%-5.7pp | -14.98%-3.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $3,472 | $5,224-33.6% | $4,232-18.0% | $4,742-26.8% |
| Participant deferral / active EE | $16,077 | $6,468+148.6% | $5,601+187.0% | $6,401+151.2% |
| Admin fee / account holder | $1,954 | $13,594-85.6% | $10,329-81.1% | $11,431-82.9% |