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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 | $136,837 | $142,392-3.9% | $119,622+14.4% | $134,532+1.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.23% | -12.46%-4.8pp | -14.98%-2.2pp | 418.27%-435.5pp |
| Employer contribution / active EE | $11,907 | $5,224+127.9% | $4,232+181.3% | $4,741+151.1% |
| Participant deferral / active EE | $7,862 | $6,467+21.6% | $5,601+40.4% | $6,401+22.8% |
| Admin fee / account holder | $3,472 | $13,593-74.5% | $10,328-66.4% | $11,429-69.6% |