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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 | $144,198 | $142,409+1.3% | $119,634+20.5% | $134,545+7.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.60% | -12.46%-1.1pp | -14.98%+1.4pp | 418.37%-432.0pp |
| Employer contribution / active EE | $6,786 | $5,224+29.9% | $4,232+60.3% | $4,742+43.1% |
| Participant deferral / active EE | $3,750 | $6,468-42.0% | $5,601-33.0% | $6,401-41.4% |
| Admin fee / account holder | $6,573 | $13,594-51.6% | $10,329-36.4% | $11,431-42.5% |