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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 | $149,523 | $127,386+17.4% | $115,037+30.0% | $125,393+19.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.74% | 31.28%-34.0pp | 26.14%-28.9pp | 282.23%-285.0pp |
| Employer contribution / active EE | $2,200 | $5,166-57.4% | $4,608-52.3% | $4,866-54.8% |
| Participant deferral / active EE | $18,000 | $6,423+180.2% | $6,026+198.7% | $5,351+236.4% |
| Admin fee / account holder | $423 | $9,516-95.6% | $8,175-94.8% | $9,541-95.6% |