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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 | $220,427 | $100,811+118.7% | $86,698+154.2% | $134,545+63.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.09% | 29.11%-45.2pp | 35.96%-52.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $4,656 | $3,490+33.4% | $2,837+64.1% | $4,742-1.8% |
| Participant deferral / active EE | $9,917 | $5,339+85.7% | $4,656+113.0% | $6,401+54.9% |
| Admin fee / account holder | $1,701 | $10,926-84.4% | $7,492-77.3% | $11,431-85.1% |