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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 | $230,935 | $100,772+129.2% | $86,690+166.4% | $134,493+71.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.25% | 29.06%-44.3pp | 35.93%-51.2pp | 418.01%-433.3pp |
| Employer contribution / active EE | $2,407 | $3,490-31.0% | $2,837-15.2% | $4,740-49.2% |
| Participant deferral / active EE | $7,791 | $5,338+45.9% | $4,656+67.3% | $6,400+21.7% |
| Admin fee / account holder | $9,689 | $10,920-11.3% | $7,490+29.4% | $11,425-15.2% |