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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 | $152,372 | $100,811+51.1% | $86,698+75.8% | $134,545+13.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.40% | 29.11%-47.5pp | 35.96%-54.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $3,362 | $3,490-3.7% | $2,837+18.5% | $4,742-29.1% |
| Participant deferral / active EE | $7,857 | $5,339+47.2% | $4,656+68.7% | $6,401+22.7% |
| Admin fee / account holder | $4,063 | $10,926-62.8% | $7,492-45.8% | $11,431-64.5% |