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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 | $148,733 | $142,409+4.4% | $119,634+24.3% | $134,545+10.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.99% | -12.46%-6.5pp | -14.98%-4.0pp | 418.37%-437.4pp |
| Employer contribution / active EE | $12,211 | $5,224+133.7% | $4,232+188.5% | $4,742+157.5% |
| Participant deferral / active EE | $6,064 | $6,468-6.2% | $5,601+8.3% | $6,401-5.3% |
| Admin fee / account holder | $1,239 | $13,594-90.9% | $10,329-88.0% | $11,431-89.2% |