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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 | $103,498 | $167,522-38.2% | $151,639-31.7% | $134,532-23.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.87% | 7.81%-27.7pp | 3.34%-23.2pp | 418.27%-438.1pp |
| Employer contribution / active EE | $20,152 | $6,828+195.1% | $6,165+226.9% | $4,741+325.1% |
| Participant deferral / active EE | $14,792 | $8,986+64.6% | $8,363+76.9% | $6,401+131.1% |
| Admin fee / account holder | $557 | $13,780-96.0% | $11,613-95.2% | $11,429-95.1% |