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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 | $127,836 | $167,533-23.7% | $151,645-15.7% | $134,545-5.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.03% | 7.81%-17.8pp | 3.34%-13.4pp | 418.37%-428.4pp |
| Employer contribution / active EE | $6,677 | $6,828-2.2% | $6,165+8.3% | $4,742+40.8% |
| Participant deferral / active EE | $10,473 | $8,985+16.6% | $8,363+25.2% | $6,401+63.6% |
| Admin fee / account holder | $180,353 | $13,781+1208.7% | $11,614+1452.9% | $11,431+1477.8% |