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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 | $141,065 | $100,805+39.9% | $86,698+62.7% | $134,532+4.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.14% | 29.09%-43.2pp | 35.95%-50.1pp | 418.27%-432.4pp |
| Employer contribution / active EE | $10,372 | $3,490+197.2% | $2,837+265.6% | $4,741+118.8% |
| Participant deferral / active EE | $10,296 | $5,339+92.8% | $4,656+121.1% | $6,401+60.8% |
| Admin fee / account holder | $2,454 | $10,925-77.5% | $7,493-67.2% | $11,429-78.5% |