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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 | $128,151 | $100,805+27.1% | $86,698+47.8% | $134,532-4.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.42% | 29.09%-42.5pp | 35.95%-49.4pp | 418.27%-431.7pp |
| Employer contribution / active EE | $12,211 | $3,490+249.9% | $2,837+330.4% | $4,741+157.6% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11,411 | $10,925+4.4% | $7,493+52.3% | $11,429-0.2% |