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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 | $127,815 | $167,522-23.7% | $151,639-15.7% | $134,532-5.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.26% | 7.81%-20.1pp | 3.34%-15.6pp | 418.27%-430.5pp |
| Employer contribution / active EE | $10,634 | $6,828+55.7% | $6,165+72.5% | $4,741+124.3% |
| Participant deferral / active EE | $16,770 | $8,986+86.6% | $8,363+100.5% | $6,401+162.0% |
| Admin fee / account holder | $406 | $13,780-97.1% | $11,613-96.5% | $11,429-96.4% |