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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 | $145,019 | $142,392+1.8% | $119,622+21.2% | $134,532+7.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -6.06% | -12.46%+6.4pp | -14.98%+8.9pp | 418.27%-424.3pp |
| Employer contribution / active EE | $9,545 | $5,224+82.7% | $4,232+125.5% | $4,741+101.3% |
| Participant deferral / active EE | $7,675 | $6,467+18.7% | $5,601+37.0% | $6,401+19.9% |
| Admin fee / account holder | $4,198 | $13,593-69.1% | $10,328-59.4% | $11,429-63.3% |