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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 | $164,120 | $100,805+62.8% | $86,698+89.3% | $134,532+22.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.36% | 29.09%-44.4pp | 35.95%-51.3pp | 418.27%-433.6pp |
| Employer contribution / active EE | $3,919 | $3,490+12.3% | $2,837+38.1% | $4,741-17.3% |
| Participant deferral / active EE | $3,919 | $5,339-26.6% | $4,656-15.8% | $6,401-38.8% |
| Admin fee / account holder | $787 | $10,925-92.8% | $7,493-89.5% | $11,429-93.1% |