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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 | $125,812 | $142,409-11.7% | $119,634+5.2% | $134,545-6.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.73% | -12.46%-5.3pp | -14.98%-2.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $13,444 | $5,224+157.3% | $4,232+217.6% | $4,742+183.5% |
| Participant deferral / active EE | $15,140 | $6,468+134.1% | $5,601+170.3% | $6,401+136.5% |
| Admin fee / account holder | $17,260 | $13,594+27.0% | $10,329+67.1% | $11,431+51.0% |