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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 | $226,876 | $100,805+125.1% | $86,698+161.7% | $134,532+68.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.46% | 29.09%-48.5pp | 35.95%-55.4pp | 418.27%-437.7pp |
| Employer contribution / active EE | $4,944 | $3,490+41.6% | $2,837+74.3% | $4,741+4.3% |
| Participant deferral / active EE | $9,866 | $5,339+84.8% | $4,656+111.9% | $6,401+54.1% |
| Admin fee / account holder | $3,595 | $10,925-67.1% | $7,493-52.0% | $11,429-68.5% |