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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 | $94,837 | $167,503-43.4% | $151,627-37.5% | $134,493-29.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.20% | 7.80%-21.0pp | 3.33%-16.5pp | 418.01%-431.2pp |
| Employer contribution / active EE | $9,223 | $6,829+35.1% | $6,166+49.6% | $4,740+94.6% |
| Participant deferral / active EE | $10,763 | $8,985+19.8% | $8,363+28.7% | $6,400+68.2% |
| Admin fee / account holder | $26,385 | $13,777+91.5% | $11,612+127.2% | $11,425+130.9% |