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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 | $150,500 | $100,805+49.3% | $86,698+73.6% | $134,532+11.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.08% | 29.09%-41.2pp | 35.95%-48.0pp | 418.27%-430.3pp |
| Employer contribution / active EE | $6,837 | $3,490+95.9% | $2,837+141.0% | $4,741+44.2% |
| Participant deferral / active EE | $11,157 | $5,339+109.0% | $4,656+139.6% | $6,401+74.3% |
| Admin fee / account holder | $5,106 | $10,925-53.3% | $7,493-31.9% | $11,429-55.3% |