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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 | $107,892 | $142,392-24.2% | $119,622-9.8% | $134,532-19.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.72% | -12.46%-5.3pp | -14.98%-2.7pp | 418.27%-436.0pp |
| Employer contribution / active EE | $10,184 | $5,224+95.0% | $4,232+140.6% | $4,741+114.8% |
| Participant deferral / active EE | $6,630 | $6,467+2.5% | $5,601+18.4% | $6,401+3.6% |
| Admin fee / account holder | $1,472 | $13,593-89.2% | $10,328-85.7% | $11,429-87.1% |