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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 | $224,438 | $127,387+76.2% | $115,038+95.1% | $125,389+79.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.17% | 31.28%-33.5pp | 26.14%-28.3pp | 282.24%-284.4pp |
| Employer contribution / active EE | $7,998 | $5,166+54.8% | $4,608+73.6% | $4,866+64.4% |
| Participant deferral / active EE | $4,827 | $6,423-24.8% | $6,026-19.9% | $5,352-9.8% |
| Admin fee / account holder | $6,829 | $9,516-28.2% | $8,175-16.5% | $9,541-28.4% |