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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 | $190,984 | $100,811+89.4% | $86,698+120.3% | $134,545+41.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.82% | 29.11%-41.9pp | 35.96%-48.8pp | 418.37%-431.2pp |
| Employer contribution / active EE | $2,314 | $3,490-33.7% | $2,837-18.4% | $4,742-51.2% |
| Participant deferral / active EE | $6,486 | $5,339+21.5% | $4,656+39.3% | $6,401+1.3% |
| Admin fee / account holder | $4,238 | $10,926-61.2% | $7,492-43.4% | $11,431-62.9% |