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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 | $219,723 | $100,811+118.0% | $86,698+153.4% | $134,545+63.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -5.85% | 29.11%-35.0pp | 35.96%-41.8pp | 418.37%-424.2pp |
| Employer contribution / active EE | $2,500 | $3,490-28.4% | $2,837-11.9% | $4,742-47.3% |
| Participant deferral / active EE | $13,649 | $5,339+155.6% | $4,656+193.1% | $6,401+113.2% |
| Admin fee / account holder | $4,797 | $10,926-56.1% | $7,492-36.0% | $11,431-58.0% |