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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 | $124,475 | $142,392-12.6% | $119,622+4.1% | $134,532-7.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.41% | -12.46%-2.9pp | -14.98%-0.4pp | 418.27%-433.7pp |
| Employer contribution / active EE | $2,395 | $5,224-54.2% | $4,232-43.4% | $4,741-49.5% |
| Participant deferral / active EE | $12,975 | $6,467+100.6% | $5,601+131.7% | $6,401+102.7% |
| Admin fee / account holder | $2,195 | $13,593-83.8% | $10,328-78.7% | $11,429-80.8% |