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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 | $110,444 | $100,792+9.6% | $86,691+27.4% | $134,509-17.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.26% | 29.08%-45.3pp | 35.94%-52.2pp | 418.13%-434.4pp |
| Employer contribution / active EE | $12,917 | $3,491+270.0% | $2,837+355.3% | $4,741+172.5% |
| Participant deferral / active EE | $10,322 | $5,339+93.3% | $4,656+121.7% | $6,400+61.3% |
| Admin fee / account holder | $944 | $10,924-91.4% | $7,492-87.4% | $11,427-91.7% |