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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 | $243,301 | $167,504+45.3% | $151,628+60.5% | $134,509+80.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.62% | 7.81%-23.4pp | 3.34%-19.0pp | 418.13%-433.7pp |
| Employer contribution / active EE | $4,897 | $6,828-28.3% | $6,165-20.6% | $4,741+3.3% |
| Participant deferral / active EE | $9,057 | $8,985+0.8% | $8,363+8.3% | $6,400+41.5% |
| Admin fee / account holder | $15,870 | $13,779+15.2% | $11,613+36.7% | $11,427+38.9% |