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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 | $188,095 | $100,811+86.6% | $86,698+117.0% | $134,545+39.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.45% | 29.11%-44.6pp | 35.96%-51.4pp | 418.37%-433.8pp |
| Employer contribution / active EE | $2,156 | $3,490-38.2% | $2,837-24.0% | $4,742-54.5% |
| Participant deferral / active EE | $8,862 | $5,339+66.0% | $4,656+90.3% | $6,401+38.4% |
| Admin fee / account holder | $14,736 | $10,926+34.9% | $7,492+96.7% | $11,431+28.9% |