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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 | $148,991 | $90,448+64.7% | $93,786+58.9% | $134,545+10.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -16.43% | -15.71%-0.7pp | -11.32%-5.1pp | 418.37%-434.8pp |
| Employer contribution / active EE | $14,811 | $4,349+240.6% | $4,328+242.2% | $4,742+212.4% |
| Participant deferral / active EE | $8,354 | $5,983+39.6% | $6,100+37.0% | $6,401+30.5% |
| Admin fee / account holder | $29,936 | $9,232+224.3% | $7,184+316.7% | $11,431+161.9% |