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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 | $139,133 | $142,361-2.3% | $119,608+16.3% | $134,509+3.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.68% | -12.46%-1.2pp | -14.98%+1.3pp | 418.13%-431.8pp |
| Employer contribution / active EE | $2,599 | $5,224-50.2% | $4,232-38.6% | $4,741-45.2% |
| Participant deferral / active EE | $8,774 | $6,468+35.6% | $5,601+56.6% | $6,400+37.1% |
| Admin fee / account holder | $2,258 | $13,588-83.4% | $10,326-78.1% | $11,427-80.2% |