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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 | $148,985 | $142,361+4.7% | $119,608+24.6% | $134,509+10.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.46% | -12.46%+5.0pp | -14.98%+7.5pp | 418.13%-425.6pp |
| Employer contribution / active EE | $10,274 | $5,224+96.7% | $4,232+142.7% | $4,741+116.7% |
| Participant deferral / active EE | $10,919 | $6,468+68.8% | $5,601+94.9% | $6,400+70.6% |
| Admin fee / account holder | $1,423 | $13,588-89.5% | $10,326-86.2% | $11,427-87.6% |