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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 | $115,480 | $100,805+14.6% | $86,698+33.2% | $134,532-14.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.83% | 29.09%-38.9pp | 35.95%-45.8pp | 418.27%-428.1pp |
| Employer contribution / active EE | $3,408 | $3,490-2.4% | $2,837+20.1% | $4,741-28.1% |
| Participant deferral / active EE | $7,677 | $5,339+43.8% | $4,656+64.9% | $6,401+19.9% |
| Admin fee / account holder | $1,455 | $10,925-86.7% | $7,493-80.6% | $11,429-87.3% |