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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 | $156,704 | $100,805+55.5% | $86,698+80.7% | $134,532+16.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.05% | 29.09%-40.1pp | 35.95%-47.0pp | 418.27%-429.3pp |
| Employer contribution / active EE | $5,794 | $3,490+66.0% | $2,837+104.2% | $4,741+22.2% |
| Participant deferral / active EE | $7,941 | $5,339+48.7% | $4,656+70.5% | $6,401+24.1% |
| Admin fee / account holder | $2,869 | $10,925-73.7% | $7,493-61.7% | $11,429-74.9% |