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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 | $222,598 | $100,811+120.8% | $86,698+156.8% | $134,545+65.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.03% | 29.11%-47.1pp | 35.96%-54.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $2,354 | $3,490-32.6% | $2,837-17.0% | $4,742-50.4% |
| Participant deferral / active EE | $7,494 | $5,339+40.4% | $4,656+60.9% | $6,401+17.1% |
| Admin fee / account holder | $896 | $10,926-91.8% | $7,492-88.0% | $11,431-92.2% |