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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 | $112,354 | $142,392-21.1% | $119,622-6.1% | $134,532-16.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.75% | -12.46%+1.7pp | -14.98%+4.2pp | 418.27%-429.0pp |
| Employer contribution / active EE | $25,866 | $5,224+395.2% | $4,232+511.2% | $4,741+445.6% |
| Participant deferral / active EE | $13,500 | $6,467+108.7% | $5,601+141.0% | $6,401+110.9% |
| Admin fee / account holder | $541 | $13,593-96.0% | $10,328-94.8% | $11,429-95.3% |