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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 | $225,414 | $167,533+34.5% | $151,645+48.6% | $134,545+67.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.32% | 7.81%-20.1pp | 3.34%-15.7pp | 418.37%-430.7pp |
| Employer contribution / active EE | $17,281 | $6,828+153.1% | $6,165+180.3% | $4,742+264.5% |
| Participant deferral / active EE | $19,121 | $8,985+112.8% | $8,363+128.7% | $6,401+198.7% |
| Admin fee / account holder | $133,042 | $13,781+865.4% | $11,614+1045.6% | $11,431+1063.9% |