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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 | $152,573 | $100,811+51.3% | $86,698+76.0% | $134,545+13.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.72% | 29.11%-47.8pp | 35.96%-54.7pp | 418.37%-437.1pp |
| Employer contribution / active EE | $6,484 | $3,490+85.8% | $2,837+128.6% | $4,742+36.7% |
| Participant deferral / active EE | $6,244 | $5,339+16.9% | $4,656+34.1% | $6,401-2.5% |
| Admin fee / account holder | $3,479 | $10,926-68.2% | $7,492-53.6% | $11,431-69.6% |