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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 | $84,792 | $167,533-49.4% | $151,645-44.1% | $134,545-37.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.34% | 7.81%-24.2pp | 3.34%-19.7pp | 418.37%-434.7pp |
| Employer contribution / active EE | $13,855 | $6,828+102.9% | $6,165+124.7% | $4,742+192.2% |
| Participant deferral / active EE | $5,644 | $8,985-37.2% | $8,363-32.5% | $6,401-11.8% |
| Admin fee / account holder | $1,373 | $13,781-90.0% | $11,614-88.2% | $11,431-88.0% |