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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 | $122,767 | $100,811+21.8% | $86,698+41.6% | $134,545-8.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.65% | 29.11%-38.8pp | 35.96%-45.6pp | 418.37%-428.0pp |
| Employer contribution / active EE | $1,330 | $3,490-61.9% | $2,837-53.1% | $4,742-72.0% |
| Participant deferral / active EE | $10,245 | $5,339+91.9% | $4,656+120.0% | $6,401+60.0% |
| Admin fee / account holder | $649 | $10,926-94.1% | $7,492-91.3% | $11,431-94.3% |