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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 | $126,664 | $167,533-24.4% | $151,645-16.5% | $134,545-5.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.36% | 7.81%-18.2pp | 3.34%-13.7pp | 418.37%-428.7pp |
| Employer contribution / active EE | $15,558 | $6,828+127.8% | $6,165+152.3% | $4,742+228.1% |
| Participant deferral / active EE | $19,273 | $8,985+114.5% | $8,363+130.5% | $6,401+201.1% |
| Admin fee / account holder | $830 | $13,781-94.0% | $11,614-92.9% | $11,431-92.7% |