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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 | $179,073 | $100,792+77.7% | $86,691+106.6% | $134,509+33.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.71% | 29.08%-45.8pp | 35.94%-52.6pp | 418.13%-434.8pp |
| Employer contribution / active EE | $15,090 | $3,491+332.3% | $2,837+431.9% | $4,741+218.3% |
| Participant deferral / active EE | $10,800 | $5,339+102.3% | $4,656+132.0% | $6,400+68.7% |
| Admin fee / account holder | $6,148 | $10,924-43.7% | $7,492-17.9% | $11,427-46.2% |