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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 | $179,151 | $100,792+77.7% | $86,691+106.7% | $134,509+33.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.46% | 29.08%-47.5pp | 35.94%-54.4pp | 418.13%-436.6pp |
| Employer contribution / active EE | $2,099 | $3,491-39.9% | $2,837-26.0% | $4,741-55.7% |
| Participant deferral / active EE | $3,020 | $5,339-43.4% | $4,656-35.1% | $6,400-52.8% |
| Admin fee / account holder | $7,063 | $10,924-35.3% | $7,492-5.7% | $11,427-38.2% |