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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 | $171,052 | $100,811+69.7% | $86,698+97.3% | $134,545+27.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.52% | 29.11%-47.6pp | 35.96%-54.5pp | 418.37%-436.9pp |
| Employer contribution / active EE | $32,265 | $3,490+824.5% | $2,837+1037.4% | $4,742+580.5% |
| Participant deferral / active EE | $14,245 | $5,339+166.8% | $4,656+205.9% | $6,401+122.5% |
| Admin fee / account holder | $847 | $10,926-92.3% | $7,492-88.7% | $11,431-92.6% |