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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 | $135,206 | $100,805+34.1% | $86,698+55.9% | $134,532+0.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.13% | 29.09%-44.2pp | 35.95%-51.1pp | 418.27%-433.4pp |
| Employer contribution / active EE | $10,040 | $3,490+187.7% | $2,837+253.9% | $4,741+111.8% |
| Participant deferral / active EE | $6,010 | $5,339+12.6% | $4,656+29.1% | $6,401-6.1% |
| Admin fee / account holder | $1,319 | $10,925-87.9% | $7,493-82.4% | $11,429-88.5% |