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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 | $121,968 | $142,409-14.4% | $119,634+2.0% | $134,545-9.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.22% | -12.46%-4.8pp | -14.98%-2.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $4,084 | $5,224-21.8% | $4,232-3.5% | $4,742-13.9% |
| Participant deferral / active EE | $9,250 | $6,468+43.0% | $5,601+65.1% | $6,401+44.5% |
| Admin fee / account holder | $1,142 | $13,594-91.6% | $10,329-88.9% | $11,431-90.0% |