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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 | $126,360 | $100,811+25.3% | $86,698+45.7% | $134,545-6.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.03% | 29.11%-40.1pp | 35.96%-47.0pp | 418.37%-429.4pp |
| Employer contribution / active EE | $28,634 | $3,490+720.4% | $2,837+909.4% | $4,742+503.9% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $29,913 | $10,926+173.8% | $7,492+299.3% | $11,431+161.7% |