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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 | $196,226 | $167,522+17.1% | $151,639+29.4% | $134,532+45.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.27% | 7.81%-24.1pp | 3.34%-19.6pp | 418.27%-434.5pp |
| Employer contribution / active EE | $12,500 | $6,828+83.1% | $6,165+102.8% | $4,741+163.7% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $37,354 | $13,780+171.1% | $11,613+221.7% | $11,429+226.9% |