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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 | $150,162 | $142,392+5.5% | $119,622+25.5% | $134,532+11.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.14% | -12.46%-3.7pp | -14.98%-1.2pp | 418.27%-434.4pp |
| Employer contribution / active EE | $9,991 | $5,224+91.3% | $4,232+136.1% | $4,741+110.7% |
| Participant deferral / active EE | $6,175 | $6,467-4.5% | $5,601+10.3% | $6,401-3.5% |
| Admin fee / account holder | $50,509 | $13,593+271.6% | $10,328+389.1% | $11,429+342.0% |