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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 | $194,683 | $100,811+93.1% | $86,698+124.6% | $134,545+44.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.42% | 29.11%-47.5pp | 35.96%-54.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $17,737 | $3,490+408.2% | $2,837+525.3% | $4,742+274.1% |
| Participant deferral / active EE | $10,787 | $5,339+102.0% | $4,656+131.7% | $6,401+68.5% |
| Admin fee / account holder | $352 | $10,926-96.8% | $7,492-95.3% | $11,431-96.9% |