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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 | $173,460 | $100,811+72.1% | $86,698+100.1% | $134,545+28.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.73% | 29.11%-44.8pp | 35.96%-51.7pp | 418.37%-434.1pp |
| Employer contribution / active EE | $3,521 | $3,490+0.9% | $2,837+24.1% | $4,742-25.7% |
| Participant deferral / active EE | $4,711 | $5,339-11.8% | $4,656+1.2% | $6,401-26.4% |
| Admin fee / account holder | $41,011 | $10,926+275.3% | $7,492+447.4% | $11,431+258.8% |