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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 | $211,851 | $105,867+100.1% | $90,760+133.4% | $134,532+57.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.78% | -10.99%-4.8pp | -12.16%-3.6pp | 418.27%-434.0pp |
| Employer contribution / active EE | $3,144 | $3,464-9.2% | $2,922+7.6% | $4,741-33.7% |
| Participant deferral / active EE | $9,202 | $5,217+76.4% | $4,565+101.6% | $6,401+43.8% |
| Admin fee / account holder | $10,098 | $13,936-27.5% | $8,444+19.6% | $11,429-11.6% |