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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 | $210,775 | $100,811+109.1% | $86,698+143.1% | $134,545+56.7% |
| Participation rate | 95.7% | 79.0%+16.7pp | 76.6%+19.1pp | 81.2%+14.4pp |
| Annual return | -11.50% | 29.11%-40.6pp | 35.96%-47.5pp | 418.37%-429.9pp |
| Employer contribution / active EE | $6,805 | $3,490+95.0% | $2,837+139.9% | $4,742+43.5% |
| Participant deferral / active EE | $11,008 | $5,339+106.2% | $4,656+136.4% | $6,401+72.0% |
| Admin fee / account holder | $5,608 | $10,926-48.7% | $7,492-25.1% | $11,431-50.9% |