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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 | $132,735 | $100,792+31.7% | $86,691+53.1% | $134,509-1.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.70% | 29.08%-38.8pp | 35.94%-45.6pp | 418.13%-427.8pp |
| Employer contribution / active EE | $2,367 | $3,491-32.2% | $2,837-16.6% | $4,741-50.1% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $13,573 | $10,924+24.3% | $7,492+81.2% | $11,427+18.8% |