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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 | $183,391 | $100,805+81.9% | $86,698+111.5% | $134,532+36.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.44% | 29.09%-42.5pp | 35.95%-49.4pp | 418.27%-431.7pp |
| Employer contribution / active EE | $6,619 | $3,490+89.7% | $2,837+133.3% | $4,741+39.6% |
| Participant deferral / active EE | $4,725 | $5,339-11.5% | $4,656+1.5% | $6,401-26.2% |
| Admin fee / account holder | $4,379 | $10,925-59.9% | $7,493-41.6% | $11,429-61.7% |