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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 | $180,990 | $142,409+27.1% | $119,634+51.3% | $134,545+34.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.60% | -12.46%-1.1pp | -14.98%+1.4pp | 418.37%-432.0pp |
| Employer contribution / active EE | $10,476 | $5,224+100.5% | $4,232+147.5% | $4,742+120.9% |
| Participant deferral / active EE | $6,645 | $6,468+2.7% | $5,601+18.6% | $6,401+3.8% |
| Admin fee / account holder | $1,506 | $13,594-88.9% | $10,329-85.4% | $11,431-86.8% |