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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 | $141,303 | $100,811+40.2% | $86,698+63.0% | $134,545+5.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.01% | 29.11%-48.1pp | 35.96%-55.0pp | 418.37%-437.4pp |
| Employer contribution / active EE | $7,058 | $3,490+102.2% | $2,837+148.8% | $4,742+48.8% |
| Participant deferral / active EE | $18,499 | $5,339+246.5% | $4,656+297.3% | $6,401+189.0% |
| Admin fee / account holder | $1,029 | $10,926-90.6% | $7,492-86.3% | $11,431-91.0% |