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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 | $148,510 | $100,811+47.3% | $86,698+71.3% | $134,545+10.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.22% | 29.11%-47.3pp | 35.96%-54.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $4,395 | $3,490+25.9% | $2,837+54.9% | $4,742-7.3% |
| Participant deferral / active EE | $9,053 | $5,339+69.6% | $4,656+94.4% | $6,401+41.4% |
| Admin fee / account holder | $15,976 | $10,926+46.2% | $7,492+113.2% | $11,431+39.8% |