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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 | $126,905 | $142,392-10.9% | $119,622+6.1% | $134,532-5.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.32% | -12.46%+0.1pp | -14.98%+2.7pp | 418.27%-430.6pp |
| Employer contribution / active EE | $3,592 | $5,224-31.2% | $4,232-15.1% | $4,741-24.2% |
| Participant deferral / active EE | $10,700 | $6,467+65.4% | $5,601+91.0% | $6,401+67.2% |
| Admin fee / account holder | $1,322 | $13,593-90.3% | $10,328-87.2% | $11,429-88.4% |