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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 | $179,564 | $142,361+26.1% | $119,608+50.1% | $134,509+33.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -2.39% | -12.46%+10.1pp | -14.98%+12.6pp | 418.13%-420.5pp |
| Employer contribution / active EE | $8,769 | $5,224+67.9% | $4,232+107.2% | $4,741+85.0% |
| Participant deferral / active EE | $10,841 | $6,468+67.6% | $5,601+93.5% | $6,400+69.4% |
| Admin fee / account holder | $5,346 | $13,588-60.7% | $10,326-48.2% | $11,427-53.2% |