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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 | $167,229 | $100,805+65.9% | $86,698+92.9% | $134,532+24.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.27% | 29.09%-48.4pp | 35.95%-55.2pp | 418.27%-437.5pp |
| Employer contribution / active EE | $3,616 | $3,490+3.6% | $2,837+27.5% | $4,741-23.7% |
| Participant deferral / active EE | $12,620 | $5,339+136.4% | $4,656+171.0% | $6,401+97.2% |
| Admin fee / account holder | $955 | $10,925-91.3% | $7,493-87.2% | $11,429-91.6% |