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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 | $235,251 | $133,998+75.6% | $112,263+109.6% | $134,545+74.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.47% | 47.17%-64.6pp | 27.49%-45.0pp | 418.37%-435.8pp |
| Employer contribution / active EE | $15,596 | $4,040+286.0% | $3,636+328.9% | $4,742+228.9% |
| Participant deferral / active EE | $7,896 | $5,292+49.2% | $4,729+67.0% | $6,401+23.3% |
| Admin fee / account holder | $1,256 | $7,493-83.2% | $6,410-80.4% | $11,431-89.0% |