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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 | $245,426 | $133,981+83.2% | $112,249+118.6% | $134,532+82.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.30% | 47.16%-63.5pp | 27.48%-43.8pp | 418.27%-434.6pp |
| Employer contribution / active EE | $4,010 | $4,040-0.7% | $3,636+10.3% | $4,741-15.4% |
| Participant deferral / active EE | $13,502 | $5,292+155.1% | $4,729+185.5% | $6,401+110.9% |
| Admin fee / account holder | $4,547 | $7,492-39.3% | $6,412-29.1% | $11,429-60.2% |