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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 | $141,043 | $142,361-0.9% | $119,608+17.9% | $134,509+4.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.39% | -12.46%-4.9pp | -14.98%-2.4pp | 418.13%-435.5pp |
| Employer contribution / active EE | $5,107 | $5,224-2.2% | $4,232+20.7% | $4,741+7.7% |
| Participant deferral / active EE | $8,439 | $6,468+30.5% | $5,601+50.7% | $6,400+31.9% |
| Admin fee / account holder | $4,800 | $13,588-64.7% | $10,326-53.5% | $11,427-58.0% |