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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 | $249,204 | $167,522+48.8% | $151,639+64.3% | $134,532+85.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.12% | 7.81%-25.9pp | 3.34%-21.5pp | 418.27%-436.4pp |
| Employer contribution / active EE | $5,900 | $6,828-13.6% | $6,165-4.3% | $4,741+24.4% |
| Participant deferral / active EE | $12,233 | $8,986+36.1% | $8,363+46.3% | $6,401+91.1% |
| Admin fee / account holder | $3,260 | $13,780-76.3% | $11,613-71.9% | $11,429-71.5% |