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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 | $207,369 | $133,998+54.8% | $112,263+84.7% | $134,545+54.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.93% | 47.17%-60.1pp | 27.49%-40.4pp | 418.37%-431.3pp |
| Employer contribution / active EE | $2,125 | $4,040-47.4% | $3,636-41.6% | $4,742-55.2% |
| Participant deferral / active EE | $14,758 | $5,292+178.8% | $4,729+212.0% | $6,401+130.5% |
| Admin fee / account holder | $830 | $7,493-88.9% | $6,410-87.1% | $11,431-92.7% |