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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 | $110,971 | $100,811+10.1% | $86,698+28.0% | $134,545-17.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.59% | 29.11%-38.7pp | 35.96%-45.6pp | 418.37%-428.0pp |
| Employer contribution / active EE | $3,234 | $3,490-7.3% | $2,837+14.0% | $4,742-31.8% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $662 | $10,926-93.9% | $7,492-91.2% | $11,431-94.2% |