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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 | $157,493 | $100,811+56.2% | $86,698+81.7% | $134,545+17.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.38% | 29.11%-48.5pp | 35.96%-55.3pp | 418.37%-437.7pp |
| Employer contribution / active EE | $2,406 | $3,490-31.1% | $2,837-15.2% | $4,742-49.3% |
| Participant deferral / active EE | $8,725 | $5,339+63.4% | $4,656+87.4% | $6,401+36.3% |
| Admin fee / account holder | $6,545 | $10,926-40.1% | $7,492-12.6% | $11,431-42.7% |