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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 | $95,462 | $142,409-33.0% | $119,634-20.2% | $134,545-29.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.05% | -12.46%-4.6pp | -14.98%-2.1pp | 418.37%-435.4pp |
| Employer contribution / active EE | $10,628 | $5,224+103.4% | $4,232+151.1% | $4,742+124.1% |
| Participant deferral / active EE | $11,531 | $6,468+78.3% | $5,601+105.9% | $6,401+80.1% |
| Admin fee / account holder | $947 | $13,594-93.0% | $10,329-90.8% | $11,431-91.7% |