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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 | $156,720 | $100,805+55.5% | $86,698+80.8% | $134,532+16.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.95% | 29.09%-48.0pp | 35.95%-54.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $2,468 | $3,490-29.3% | $2,837-13.0% | $4,741-47.9% |
| Participant deferral / active EE | $4,695 | $5,339-12.1% | $4,656+0.8% | $6,401-26.6% |
| Admin fee / account holder | $3,124 | $10,925-71.4% | $7,493-58.3% | $11,429-72.7% |