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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 | $40,164 | $167,533-76.0% | $151,645-73.5% | $134,545-70.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.51% | 7.81%-25.3pp | 3.34%-20.9pp | 418.37%-435.9pp |
| Employer contribution / active EE | $19,155 | $6,828+180.5% | $6,165+210.7% | $4,742+304.0% |
| Participant deferral / active EE | $25,660 | $8,985+185.6% | $8,363+206.8% | $6,401+300.9% |
| Admin fee / account holder | $48,992 | $13,781+255.5% | $11,614+321.8% | $11,431+328.6% |