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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 | $100,811+129.1% | $86,698+166.4% | $134,545+71.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.25% | 29.11%-44.4pp | 35.96%-51.2pp | 418.37%-433.6pp |
| Employer contribution / active EE | $2,407 | $3,490-31.0% | $2,837-15.2% | $4,742-49.2% |
| Participant deferral / active EE | $7,791 | $5,339+45.9% | $4,656+67.3% | $6,401+21.7% |
| Admin fee / account holder | $9,689 | $10,926-11.3% | $7,492+29.3% | $11,431-15.2% |