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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 | $144,798 | $167,362-13.5% | $143,799+0.7% | $134,532+7.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.10% | 0.47%-12.6pp | -0.04%-12.1pp | 418.27%-430.4pp |
| Employer contribution / active EE | $9,200 | $5,620+63.7% | $4,952+85.8% | $4,741+94.0% |
| Participant deferral / active EE | $5,154 | $6,447-20.1% | $5,638-8.6% | $6,401-19.5% |
| Admin fee / account holder | $12,626 | $18,094-30.2% | $14,677-14.0% | $11,429+10.5% |