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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 | $147,503 | $142,409+3.6% | $119,634+23.3% | $134,545+9.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.65% | -12.46%+1.8pp | -14.98%+4.3pp | 418.37%-429.0pp |
| Employer contribution / active EE | $16,803 | $5,224+221.6% | $4,232+297.0% | $4,742+254.4% |
| Participant deferral / active EE | $9,975 | $6,468+54.2% | $5,601+78.1% | $6,401+55.8% |
| Admin fee / account holder | $880 | $13,594-93.5% | $10,329-91.5% | $11,431-92.3% |