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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 | $178,113 | $100,811+76.7% | $86,698+105.4% | $134,545+32.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.05% | 29.11%-47.2pp | 35.96%-54.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $3,014 | $3,490-13.7% | $2,837+6.2% | $4,742-36.4% |
| Participant deferral / active EE | $16,391 | $5,339+207.0% | $4,656+252.0% | $6,401+156.1% |
| Admin fee / account holder | $7,693 | $10,926-29.6% | $7,492+2.7% | $11,431-32.7% |