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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 | $56,399 | $167,533-66.3% | $151,645-62.8% | $134,545-58.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.62% | 7.81%-26.4pp | 3.34%-22.0pp | 418.37%-437.0pp |
| Employer contribution / active EE | $9,198 | $6,828+34.7% | $6,165+49.2% | $4,742+94.0% |
| Participant deferral / active EE | $11,330 | $8,985+26.1% | $8,363+35.5% | $6,401+77.0% |
| Admin fee / account holder | $8,525 | $13,781-38.1% | $11,614-26.6% | $11,431-25.4% |