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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 | $249,592 | $167,533+49.0% | $151,645+64.6% | $134,545+85.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.73% | 7.81%-26.5pp | 3.34%-22.1pp | 418.37%-437.1pp |
| Employer contribution / active EE | $17,280 | $6,828+153.1% | $6,165+180.3% | $4,742+264.4% |
| Participant deferral / active EE | $17,871 | $8,985+98.9% | $8,363+113.7% | $6,401+179.2% |
| Admin fee / account holder | $11,582 | $13,781-16.0% | $11,614-0.3% | $11,431+1.3% |