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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 | $129,363 | $142,358-9.1% | $119,615+8.1% | $134,493-3.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.47% | -12.46%0pp | -14.98%+2.5pp | 418.01%-430.5pp |
| Employer contribution / active EE | $15,679 | $5,223+200.2% | $4,232+270.5% | $4,740+230.8% |
| Participant deferral / active EE | $11,800 | $6,470+82.4% | $5,602+110.6% | $6,400+84.4% |
| Admin fee / account holder | $1,760 | $13,585-87.0% | $10,324-82.9% | $11,425-84.6% |