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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 | $154,099 | $100,805+52.9% | $86,698+77.7% | $134,532+14.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -8.02% | 29.09%-37.1pp | 35.95%-44.0pp | 418.27%-426.3pp |
| Employer contribution / active EE | $5,610 | $3,490+60.8% | $2,837+97.8% | $4,741+18.3% |
| Participant deferral / active EE | $21,253 | $5,339+298.1% | $4,656+356.5% | $6,401+232.0% |
| Admin fee / account holder | $6,352 | $10,925-41.9% | $7,493-15.2% | $11,429-44.4% |