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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 | $127,389 | $117,694+8.2% | $71,755+77.5% | $134,532-5.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -18.83% | 25.33%-44.2pp | 9.09%-27.9pp | 418.27%-437.1pp |
| Employer contribution / active EE | $15,136 | $2,523+500.0% | $1,704+788.5% | $4,741+219.3% |
| Participant deferral / active EE | $9,368 | $3,753+149.6% | $2,656+252.8% | $6,401+46.3% |
| Admin fee / account holder | $6,030 | $6,374-5.4% | $3,972+51.8% | $11,429-47.2% |