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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 | $139,962 | $100,811+38.8% | $86,698+61.4% | $134,545+4.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.72% | 29.11%-41.8pp | 35.96%-48.7pp | 418.37%-431.1pp |
| Employer contribution / active EE | $1,491 | $3,490-57.3% | $2,837-47.5% | $4,742-68.6% |
| Participant deferral / active EE | $10,327 | $5,339+93.4% | $4,656+121.8% | $6,401+61.3% |
| Admin fee / account holder | $99,965 | $10,926+814.9% | $7,492+1234.3% | $11,431+774.5% |