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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 | $146,002 | $142,409+2.5% | $119,634+22.0% | $134,545+8.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.08% | -12.46%-4.6pp | -14.98%-2.1pp | 418.37%-435.4pp |
| Employer contribution / active EE | $4,044 | $5,224-22.6% | $4,232-4.4% | $4,742-14.7% |
| Participant deferral / active EE | $5,485 | $6,468-15.2% | $5,601-2.1% | $6,401-14.3% |
| Admin fee / account holder | $12,500 | $13,594-8.1% | $10,329+21.0% | $11,431+9.4% |