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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 | $153,892 | $117,623+30.8% | $71,702+114.6% | $134,509+14.4% |
| Participation rate | 100.0% | 68.9%+31.1pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -12.53% | 25.44%-38.0pp | 9.14%-21.7pp | 418.13%-430.7pp |
| Employer contribution / active EE | $2,543 | $2,525+0.7% | $1,704+49.3% | $4,741-46.3% |
| Participant deferral / active EE | $13,972 | $3,759+271.7% | $2,658+425.7% | $6,400+118.3% |
| Admin fee / account holder | $724 | $6,379-88.7% | $3,974-81.8% | $11,427-93.7% |