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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 | $238,273 | $100,811+136.4% | $86,698+174.8% | $134,545+77.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.37% | 29.11%-47.5pp | 35.96%-54.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $7,506 | $3,490+115.1% | $2,837+164.6% | $4,742+58.3% |
| Participant deferral / active EE | $20,321 | $5,339+280.6% | $4,656+336.4% | $6,401+217.4% |
| Admin fee / account holder | $2,235 | $10,926-79.5% | $7,492-70.2% | $11,431-80.4% |