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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 | $192,182 | $167,522+14.7% | $151,639+26.7% | $134,532+42.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.87% | 7.81%-24.7pp | 3.34%-20.2pp | 418.27%-435.1pp |
| Employer contribution / active EE | $17,056 | $6,828+149.8% | $6,165+176.7% | $4,741+259.7% |
| Participant deferral / active EE | $14,713 | $8,986+63.7% | $8,363+75.9% | $6,401+129.9% |
| Admin fee / account holder | $2,672 | $13,780-80.6% | $11,613-77.0% | $11,429-76.6% |