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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 | $246,372 | $100,811+144.4% | $86,698+184.2% | $134,545+83.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.66% | 29.11%-46.8pp | 35.96%-53.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $6,204 | $3,490+77.7% | $2,837+118.7% | $4,742+30.8% |
| Participant deferral / active EE | $7,150 | $5,339+33.9% | $4,656+53.6% | $6,401+11.7% |
| Admin fee / account holder | $6,539 | $10,926-40.2% | $7,492-12.7% | $11,431-42.8% |