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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 | $134,669 | $100,811+33.6% | $86,698+55.3% | $134,545+0.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.93% | 29.11%-46.0pp | 35.96%-52.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $12,392 | $3,490+255.1% | $2,837+336.8% | $4,742+161.3% |
| Participant deferral / active EE | $2,198 | $5,339-58.8% | $4,656-52.8% | $6,401-65.7% |
| Admin fee / account holder | $428 | $10,926-96.1% | $7,492-94.3% | $11,431-96.3% |