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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 | $141,031 | $100,792+39.9% | $86,691+62.7% | $134,509+4.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -4.66% | 29.08%-33.7pp | 35.94%-40.6pp | 418.13%-422.8pp |
| Employer contribution / active EE | $19,293 | $3,491+452.7% | $2,837+580.1% | $4,741+307.0% |
| Participant deferral / active EE | $4,142 | $5,339-22.4% | $4,656-11.0% | $6,400-35.3% |
| Admin fee / account holder | $12,315 | $10,924+12.7% | $7,492+64.4% | $11,427+7.8% |