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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 | $221,911 | $100,805+120.1% | $86,698+156.0% | $134,532+65.0% |
| Participation rate | 95.2% | 79.0%+16.3pp | 76.6%+18.6pp | 81.2%+14.0pp |
| Annual return | -14.42% | 29.09%-43.5pp | 35.95%-50.4pp | 418.27%-432.7pp |
| Employer contribution / active EE | $9,048 | $3,490+159.2% | $2,837+218.9% | $4,741+90.8% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,293 | $10,925-88.2% | $7,493-82.7% | $11,429-88.7% |