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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 | $136,788 | $100,805+35.7% | $86,698+57.8% | $134,532+1.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.79% | 29.09%-39.9pp | 35.95%-46.7pp | 418.27%-429.1pp |
| Employer contribution / active EE | $6,515 | $3,490+86.7% | $2,837+129.7% | $4,741+37.4% |
| Participant deferral / active EE | $10,250 | $5,339+92.0% | $4,656+120.1% | $6,401+60.1% |
| Admin fee / account holder | $915 | $10,925-91.6% | $7,493-87.8% | $11,429-92.0% |