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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 | $129,543 | $142,409-9.0% | $119,634+8.3% | $134,545-3.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -1.28% | -12.46%+11.2pp | -14.98%+13.7pp | 418.37%-419.7pp |
| Employer contribution / active EE | $8,562 | $5,224+63.9% | $4,232+102.3% | $4,742+80.6% |
| Participant deferral / active EE | $8,518 | $6,468+31.7% | $5,601+52.1% | $6,401+33.1% |
| Admin fee / account holder | $6,676 | $13,594-50.9% | $10,329-35.4% | $11,431-41.6% |