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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 | $153,314 | $127,387+20.4% | $115,038+33.3% | $125,389+22.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.10% | 31.28%-34.4pp | 26.14%-29.2pp | 282.24%-285.3pp |
| Employer contribution / active EE | $9,730 | $5,166+88.3% | $4,608+111.2% | $4,866+99.9% |
| Participant deferral / active EE | $10,972 | $6,423+70.8% | $6,026+82.1% | $5,352+105.0% |
| Admin fee / account holder | $692 | $9,516-92.7% | $8,175-91.5% | $9,541-92.7% |