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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 | $201,060 | $127,387+57.8% | $115,038+74.8% | $125,389+60.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.58% | 31.28%-32.9pp | 26.14%-27.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $8,702 | $5,166+68.4% | $4,608+88.8% | $4,866+78.8% |
| Participant deferral / active EE | $10,909 | $6,423+69.8% | $6,026+81.0% | $5,352+103.8% |
| Admin fee / account holder | $33,124 | $9,516+248.1% | $8,175+305.2% | $9,541+247.2% |