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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 | $185,085 | $100,811+83.6% | $86,698+113.5% | $134,545+37.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.35% | 29.11%-41.5pp | 35.96%-48.3pp | 418.37%-430.7pp |
| Employer contribution / active EE | $5,713 | $3,490+63.7% | $2,837+101.4% | $4,742+20.5% |
| Participant deferral / active EE | $4,077 | $5,339-23.6% | $4,656-12.4% | $6,401-36.3% |
| Admin fee / account holder | $41,526 | $10,926+280.1% | $7,492+454.3% | $11,431+263.3% |