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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 | $110,357 | $100,811+9.5% | $86,698+27.3% | $134,545-18.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.44% | 29.11%-46.5pp | 35.96%-53.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $9,407 | $3,490+169.5% | $2,837+231.6% | $4,742+98.4% |
| Participant deferral / active EE | $12,668 | $5,339+137.3% | $4,656+172.1% | $6,401+97.9% |
| Admin fee / account holder | $37,751 | $10,926+245.5% | $7,492+403.9% | $11,431+230.3% |