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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 | $125,652 | $142,409-11.8% | $119,634+5.0% | $134,545-6.6% |
| Participation rate | 95.2% | 82.8%+12.4pp | 79.3%+16.0pp | 81.2%+14.0pp |
| Annual return | -16.04% | -12.46%-3.6pp | -14.98%-1.1pp | 418.37%-434.4pp |
| Employer contribution / active EE | $7,065 | $5,224+35.2% | $4,232+66.9% | $4,742+49.0% |
| Participant deferral / active EE | $3,991 | $6,468-38.3% | $5,601-28.7% | $6,401-37.7% |
| Admin fee / account holder | $37,991 | $13,594+179.5% | $10,329+267.8% | $11,431+232.4% |