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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 | $151,753 | $100,805+50.5% | $86,698+75.0% | $134,532+12.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.08% | 29.09%-42.2pp | 35.95%-49.0pp | 418.27%-431.3pp |
| Employer contribution / active EE | $6,694 | $3,490+91.8% | $2,837+136.0% | $4,741+41.2% |
| Participant deferral / active EE | $6,892 | $5,339+29.1% | $4,656+48.0% | $6,401+7.7% |
| Admin fee / account holder | $23,668 | $10,925+116.6% | $7,493+215.9% | $11,429+107.1% |