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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 | $132,951 | $100,805+31.9% | $86,698+53.3% | $134,532-1.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.18% | 29.09%-41.3pp | 35.95%-48.1pp | 418.27%-430.4pp |
| Employer contribution / active EE | $4,933 | $3,490+41.3% | $2,837+73.9% | $4,741+4.0% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $27,520 | $10,925+151.9% | $7,493+267.3% | $11,429+140.8% |