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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 | $143,654 | $167,353-14.2% | $143,797-0.1% | $134,545+6.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.07% | 0.48%-16.5pp | -0.04%-16.0pp | 418.37%-434.4pp |
| Employer contribution / active EE | $13,342 | $5,620+137.4% | $4,952+169.4% | $4,742+181.4% |
| Participant deferral / active EE | $8,873 | $6,447+37.6% | $5,638+57.4% | $6,401+38.6% |
| Admin fee / account holder | $3,429 | $18,096-81.1% | $14,679-76.6% | $11,431-70.0% |