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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 | $239,884 | $142,392+68.5% | $119,622+100.5% | $134,532+78.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.66% | -12.46%-4.2pp | -14.98%-1.7pp | 418.27%-434.9pp |
| Employer contribution / active EE | $6,912 | $5,224+32.3% | $4,232+63.3% | $4,741+45.8% |
| Participant deferral / active EE | $6,512 | $6,467+0.7% | $5,601+16.3% | $6,401+1.7% |
| Admin fee / account holder | $4,477 | $13,593-67.1% | $10,328-56.7% | $11,429-60.8% |