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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 | $121,118 | $142,409-15.0% | $119,634+1.2% | $134,545-10.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.94% | -12.46%-0.5pp | -14.98%+2.0pp | 418.37%-431.3pp |
| Employer contribution / active EE | $14,692 | $5,224+181.2% | $4,232+247.1% | $4,742+209.9% |
| Participant deferral / active EE | $13,908 | $6,468+115.0% | $5,601+148.3% | $6,401+117.3% |
| Admin fee / account holder | $3,025 | $13,594-77.7% | $10,329-70.7% | $11,431-73.5% |