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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 | $141,296 | $100,811+40.2% | $86,698+63.0% | $134,545+5.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.60% | 29.11%-44.7pp | 35.96%-51.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $4,185 | $3,490+19.9% | $2,837+47.5% | $4,742-11.7% |
| Participant deferral / active EE | $17,359 | $5,339+225.1% | $4,656+272.8% | $6,401+171.2% |
| Admin fee / account holder | $113,734 | $10,926+940.9% | $7,492+1418.1% | $11,431+895.0% |