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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 | $213,909 | $100,811+112.2% | $86,698+146.7% | $134,545+59.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.73% | 29.11%-38.8pp | 35.96%-45.7pp | 418.37%-428.1pp |
| Employer contribution / active EE | $1,547 | $3,490-55.7% | $2,837-45.5% | $4,742-67.4% |
| Participant deferral / active EE | $2,081 | $5,339-61.0% | $4,656-55.3% | $6,401-67.5% |
| Admin fee / account holder | $11,143 | $10,926+2.0% | $7,492+48.7% | $11,431-2.5% |