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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 | $144,236 | $100,811+43.1% | $86,698+66.4% | $134,545+7.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.29% | 29.11%-42.4pp | 35.96%-49.3pp | 418.37%-431.7pp |
| Employer contribution / active EE | $2,954 | $3,490-15.4% | $2,837+4.1% | $4,742-37.7% |
| Participant deferral / active EE | $13,191 | $5,339+147.1% | $4,656+183.3% | $6,401+106.1% |
| Admin fee / account holder | $1,354 | $10,926-87.6% | $7,492-81.9% | $11,431-88.2% |