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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 | $135,488 | $134,001+1.1% | $112,258+20.7% | $134,509+0.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.31% | 47.15%-61.5pp | 27.47%-41.8pp | 418.13%-432.4pp |
| Employer contribution / active EE | $12,483 | $4,039+209.0% | $3,636+243.3% | $4,741+163.3% |
| Participant deferral / active EE | $10,533 | $5,291+99.1% | $4,728+122.8% | $6,400+64.6% |
| Admin fee / account holder | $2,766 | $7,491-63.1% | $6,411-56.9% | $11,427-75.8% |