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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 | $168,324 | $142,361+18.2% | $119,608+40.7% | $134,509+25.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.76% | -12.46%-7.3pp | -14.98%-4.8pp | 418.13%-437.9pp |
| Employer contribution / active EE | $4,072 | $5,224-22.0% | $4,232-3.8% | $4,741-14.1% |
| Participant deferral / active EE | $9,591 | $6,468+48.3% | $5,601+71.2% | $6,400+49.8% |
| Admin fee / account holder | $1,463 | $13,588-89.2% | $10,326-85.8% | $11,427-87.2% |