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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 | $174,710 | $133,998+30.4% | $112,263+55.6% | $134,545+29.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.97% | 47.17%-65.1pp | 27.49%-45.5pp | 418.37%-436.3pp |
| Employer contribution / active EE | $3,892 | $4,040-3.7% | $3,636+7.0% | $4,742-17.9% |
| Participant deferral / active EE | $16,385 | $5,292+209.6% | $4,729+246.4% | $6,401+156.0% |
| Admin fee / account holder | $1,390 | $7,493-81.4% | $6,410-78.3% | $11,431-87.8% |