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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 | $198,133 | $100,805+96.6% | $86,698+128.5% | $134,532+47.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.99% | 29.09%-45.1pp | 35.95%-51.9pp | 418.27%-434.3pp |
| Employer contribution / active EE | $7,212 | $3,490+106.7% | $2,837+154.2% | $4,741+52.1% |
| Participant deferral / active EE | $12,656 | $5,339+137.0% | $4,656+171.8% | $6,401+97.7% |
| Admin fee / account holder | $806 | $10,925-92.6% | $7,493-89.2% | $11,429-92.9% |