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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 | $229,303 | $100,805+127.5% | $86,698+164.5% | $134,532+70.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.31% | 29.09%-42.4pp | 35.95%-49.3pp | 418.27%-431.6pp |
| Employer contribution / active EE | $3,357 | $3,490-3.8% | $2,837+18.3% | $4,741-29.2% |
| Participant deferral / active EE | $10,930 | $5,339+104.7% | $4,656+134.7% | $6,401+70.8% |
| Admin fee / account holder | $999 | $10,925-90.9% | $7,493-86.7% | $11,429-91.3% |