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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 | $111,379 | $100,805+10.5% | $86,698+28.5% | $134,532-17.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.81% | 29.09%-43.9pp | 35.95%-50.8pp | 418.27%-433.1pp |
| Employer contribution / active EE | $8,031 | $3,490+130.1% | $2,837+183.1% | $4,741+69.4% |
| Participant deferral / active EE | $4,958 | $5,339-7.1% | $4,656+6.5% | $6,401-22.5% |
| Admin fee / account holder | $14,733 | $10,925+34.9% | $7,493+96.6% | $11,429+28.9% |