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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 | $119,365 | $100,792+18.4% | $86,691+37.7% | $134,509-11.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.64% | 29.08%-40.7pp | 35.94%-47.6pp | 418.13%-429.8pp |
| Employer contribution / active EE | $19,000 | $3,491+444.3% | $2,837+569.7% | $4,741+300.8% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,110 | $10,924-80.7% | $7,492-71.8% | $11,427-81.5% |