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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 | $130,268 | $142,358-8.5% | $119,615+8.9% | $134,493-3.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.46% | -12.46%-2.0pp | -14.98%+0.5pp | 418.01%-432.5pp |
| Employer contribution / active EE | $7,891 | $5,223+51.1% | $4,232+86.4% | $4,740+66.5% |
| Participant deferral / active EE | $10,183 | $6,470+57.4% | $5,602+81.8% | $6,400+59.1% |
| Admin fee / account holder | $3,011 | $13,585-77.8% | $10,324-70.8% | $11,425-73.6% |