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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 | $239,883 | $100,811+138.0% | $86,698+176.7% | $134,545+78.3% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -14.55% | 29.11%-43.7pp | 35.96%-50.5pp | 418.37%-432.9pp |
| Employer contribution / active EE | $3,154 | $3,490-9.6% | $2,837+11.2% | $4,742-33.5% |
| Participant deferral / active EE | $6,815 | $5,339+27.6% | $4,656+46.4% | $6,401+6.5% |
| Admin fee / account holder | $1,358 | $10,926-87.6% | $7,492-81.9% | $11,431-88.1% |