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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 | $140,819 | $100,792+39.7% | $86,691+62.4% | $134,509+4.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.45% | 29.08%-42.5pp | 35.94%-49.4pp | 418.13%-431.6pp |
| Employer contribution / active EE | $4,615 | $3,491+32.2% | $2,837+62.7% | $4,741-2.6% |
| Participant deferral / active EE | $2,211 | $5,339-58.6% | $4,656-52.5% | $6,400-65.5% |
| Admin fee / account holder | $5,925 | $10,924-45.8% | $7,492-20.9% | $11,427-48.1% |