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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 | $203,686 | $100,811+102.0% | $86,698+134.9% | $134,545+51.4% |
| Participation rate | 90.0% | 79.0%+11.0pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -19.49% | 29.11%-48.6pp | 35.96%-55.5pp | 418.37%-437.9pp |
| Employer contribution / active EE | $2,544 | $3,490-27.1% | $2,837-10.3% | $4,742-46.4% |
| Participant deferral / active EE | $10,152 | $5,339+90.1% | $4,656+118.0% | $6,401+58.6% |
| Admin fee / account holder | $604 | $10,926-94.5% | $7,492-91.9% | $11,431-94.7% |