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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 | $114,014 | $90,467+26.0% | $93,759+21.6% | $134,532-15.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -16.87% | -15.72%-1.2pp | -11.33%-5.5pp | 418.27%-435.1pp |
| Employer contribution / active EE | $14,139 | $4,345+225.4% | $4,324+227.0% | $4,741+198.2% |
| Participant deferral / active EE | $5,852 | $5,980-2.1% | $6,096-4.0% | $6,401-8.6% |
| Admin fee / account holder | $1,218 | $9,258-86.8% | $7,197-83.1% | $11,429-89.3% |