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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 | $149,095 | $100,811+47.9% | $86,698+72.0% | $134,545+10.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.23% | 29.11%-48.3pp | 35.96%-55.2pp | 418.37%-437.6pp |
| Employer contribution / active EE | $6,061 | $3,490+73.7% | $2,837+113.7% | $4,742+27.8% |
| Participant deferral / active EE | $9,082 | $5,339+70.1% | $4,656+95.0% | $6,401+41.9% |
| Admin fee / account holder | $2,163 | $10,926-80.2% | $7,492-71.1% | $11,431-81.1% |