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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 | $244,472 | $142,409+71.7% | $119,634+104.3% | $134,545+81.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.11% | -12.46%+0.4pp | -14.98%+2.9pp | 418.37%-430.5pp |
| Employer contribution / active EE | $8,016 | $5,224+53.4% | $4,232+89.4% | $4,742+69.1% |
| Participant deferral / active EE | $9,000 | $6,468+39.1% | $5,601+60.7% | $6,401+40.6% |
| Admin fee / account holder | $6,429 | $13,594-52.7% | $10,329-37.8% | $11,431-43.8% |