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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 | $234,171 | $100,811+132.3% | $86,698+170.1% | $134,545+74.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.26% | 29.11%-48.4pp | 35.96%-55.2pp | 418.37%-437.6pp |
| Employer contribution / active EE | $8,306 | $3,490+138.0% | $2,837+192.8% | $4,742+75.2% |
| Participant deferral / active EE | $22,478 | $5,339+321.0% | $4,656+382.7% | $6,401+251.2% |
| Admin fee / account holder | $45,660 | $10,926+317.9% | $7,492+509.5% | $11,431+299.5% |