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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 | $126,665 | $142,361-11.0% | $119,608+5.9% | $134,509-5.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.00% | -12.46%-6.5pp | -14.98%-4.0pp | 418.13%-437.1pp |
| Employer contribution / active EE | $7,793 | $5,224+49.2% | $4,232+84.1% | $4,741+64.4% |
| Participant deferral / active EE | $2,751 | $6,468-57.5% | $5,601-50.9% | $6,400-57.0% |
| Admin fee / account holder | $380 | $13,588-97.2% | $10,326-96.3% | $11,427-96.7% |