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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 | $186,425 | $100,805+84.9% | $86,698+115.0% | $134,532+38.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.66% | 29.09%-47.7pp | 35.95%-54.6pp | 418.27%-436.9pp |
| Employer contribution / active EE | $4,006 | $3,490+14.8% | $2,837+41.2% | $4,741-15.5% |
| Participant deferral / active EE | $6,758 | $5,339+26.6% | $4,656+45.1% | $6,401+5.6% |
| Admin fee / account holder | $10,776 | $10,925-1.4% | $7,493+43.8% | $11,429-5.7% |