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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 | $152,644 | $167,533-8.9% | $151,645+0.7% | $134,545+13.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.56% | 7.81%-23.4pp | 3.34%-18.9pp | 418.37%-433.9pp |
| Employer contribution / active EE | $15,978 | $6,828+134.0% | $6,165+159.2% | $4,742+237.0% |
| Participant deferral / active EE | $9,538 | $8,985+6.2% | $8,363+14.1% | $6,401+49.0% |
| Admin fee / account holder | $358 | $13,781-97.4% | $11,614-96.9% | $11,431-96.9% |