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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 | $191,189 | $100,811+89.7% | $86,698+120.5% | $134,545+42.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.97% | 29.11%-46.1pp | 35.96%-52.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $2,297 | $3,490-34.2% | $2,837-19.0% | $4,742-51.5% |
| Participant deferral / active EE | $7,288 | $5,339+36.5% | $4,656+56.5% | $6,401+13.8% |
| Admin fee / account holder | $7,850 | $10,926-28.2% | $7,492+4.8% | $11,431-31.3% |