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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 | $248,802 | $167,522+48.5% | $151,639+64.1% | $134,532+84.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.38% | 7.81%-26.2pp | 3.34%-21.7pp | 418.27%-436.6pp |
| Employer contribution / active EE | $30,876 | $6,828+352.2% | $6,165+400.8% | $4,741+551.2% |
| Participant deferral / active EE | $17,571 | $8,986+95.5% | $8,363+110.1% | $6,401+174.5% |
| Admin fee / account holder | $1,017 | $13,780-92.6% | $11,613-91.2% | $11,429-91.1% |