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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 | $144,362 | $100,805+43.2% | $86,698+66.5% | $134,532+7.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.17% | 29.09%-45.3pp | 35.95%-52.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $7,462 | $3,490+113.8% | $2,837+163.0% | $4,741+57.4% |
| Participant deferral / active EE | $14,321 | $5,339+168.2% | $4,656+207.6% | $6,401+123.7% |
| Admin fee / account holder | $22,184 | $10,925+103.0% | $7,493+196.1% | $11,429+94.1% |