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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 | $195,224 | $133,998+45.7% | $112,263+73.9% | $134,545+45.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.53% | 47.17%-64.7pp | 27.49%-45.0pp | 418.37%-435.9pp |
| Employer contribution / active EE | $3,873 | $4,040-4.2% | $3,636+6.5% | $4,742-18.3% |
| Participant deferral / active EE | $9,333 | $5,292+76.4% | $4,729+97.3% | $6,401+45.8% |
| Admin fee / account holder | $1,506 | $7,493-79.9% | $6,410-76.5% | $11,431-86.8% |