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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 | $150,067 | $142,392+5.4% | $119,622+25.5% | $134,532+11.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.84% | -12.46%-2.4pp | -14.98%+0.1pp | 418.27%-433.1pp |
| Employer contribution / active EE | $13,103 | $5,224+150.8% | $4,232+209.6% | $4,741+176.4% |
| Participant deferral / active EE | $8,442 | $6,467+30.5% | $5,601+50.7% | $6,401+31.9% |
| Admin fee / account holder | $18,531 | $13,593+36.3% | $10,328+79.4% | $11,429+62.1% |