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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 | $229,540 | $100,811+127.7% | $86,698+164.8% | $134,545+70.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.24% | 29.11%-48.4pp | 35.96%-55.2pp | 418.37%-437.6pp |
| Employer contribution / active EE | $14,338 | $3,490+310.8% | $2,837+405.4% | $4,742+202.4% |
| Participant deferral / active EE | $11,241 | $5,339+110.5% | $4,656+141.4% | $6,401+75.6% |
| Admin fee / account holder | $1,965 | $10,926-82.0% | $7,492-73.8% | $11,431-82.8% |