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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 | $226,255 | $100,805+124.4% | $86,698+161.0% | $134,532+68.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -8.36% | 29.09%-37.4pp | 35.95%-44.3pp | 418.27%-426.6pp |
| Employer contribution / active EE | $7,126 | $3,490+104.2% | $2,837+151.2% | $4,741+50.3% |
| Participant deferral / active EE | $8,212 | $5,339+53.8% | $4,656+76.4% | $6,401+28.3% |
| Admin fee / account holder | $2,818 | $10,925-74.2% | $7,493-62.4% | $11,429-75.3% |