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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 | $182,000 | $142,409+27.8% | $119,634+52.1% | $134,545+35.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.01% | -12.46%-5.6pp | -14.98%-3.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $5,088 | $5,224-2.6% | $4,232+20.2% | $4,742+7.3% |
| Participant deferral / active EE | $8,087 | $6,468+25.0% | $5,601+44.4% | $6,401+26.3% |
| Admin fee / account holder | $4,824 | $13,594-64.5% | $10,329-53.3% | $11,431-57.8% |