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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 | $244,315 | $100,811+142.3% | $86,698+181.8% | $134,545+81.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.88% | 29.11%-49.0pp | 35.96%-55.8pp | 418.37%-438.3pp |
| Employer contribution / active EE | $7,597 | $3,490+117.7% | $2,837+167.8% | $4,742+60.2% |
| Participant deferral / active EE | $5,948 | $5,339+11.4% | $4,656+27.7% | $6,401-7.1% |
| Admin fee / account holder | $21,472 | $10,926+96.5% | $7,492+186.6% | $11,431+87.8% |