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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 | $169,761 | $100,811+68.4% | $86,698+95.8% | $134,545+26.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.75% | 29.11%-43.9pp | 35.96%-50.7pp | 418.37%-433.1pp |
| Employer contribution / active EE | $3,067 | $3,490-12.1% | $2,837+8.1% | $4,742-35.3% |
| Participant deferral / active EE | $15,217 | $5,339+185.0% | $4,656+226.8% | $6,401+137.7% |
| Admin fee / account holder | $1,396 | $10,926-87.2% | $7,492-81.4% | $11,431-87.8% |