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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 | $123,932 | $167,533-26.0% | $151,645-18.3% | $134,545-7.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.79% | 7.81%-25.6pp | 3.34%-21.1pp | 418.37%-436.2pp |
| Employer contribution / active EE | $9,423 | $6,828+38.0% | $6,165+52.8% | $4,742+98.7% |
| Participant deferral / active EE | $4,970 | $8,985-44.7% | $8,363-40.6% | $6,401-22.4% |
| Admin fee / account holder | $3,198 | $13,781-76.8% | $11,614-72.5% | $11,431-72.0% |