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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 | $213,315 | $100,792+111.6% | $86,691+146.1% | $134,509+58.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.04% | 29.08%-40.1pp | 35.94%-47.0pp | 418.13%-429.2pp |
| Employer contribution / active EE | $842 | $3,491-75.9% | $2,837-70.3% | $4,741-82.2% |
| Participant deferral / active EE | $7,596 | $5,339+42.3% | $4,656+63.1% | $6,400+18.7% |
| Admin fee / account holder | $641 | $10,924-94.1% | $7,492-91.4% | $11,427-94.4% |