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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 | $205,442 | $100,811+103.8% | $86,698+137.0% | $134,545+52.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.15% | 29.11%-44.3pp | 35.96%-51.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $21,684 | $3,490+521.3% | $2,837+664.4% | $4,742+357.3% |
| Participant deferral / active EE | $16,634 | $5,339+211.5% | $4,656+257.2% | $6,401+159.8% |
| Admin fee / account holder | $3,293 | $10,926-69.9% | $7,492-56.0% | $11,431-71.2% |