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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 | $158,946 | $167,533-5.1% | $151,645+4.8% | $134,545+18.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.01% | 7.81%-22.8pp | 3.34%-18.4pp | 418.37%-433.4pp |
| Employer contribution / active EE | $17,719 | $6,828+159.5% | $6,165+187.4% | $4,742+273.7% |
| Participant deferral / active EE | $12,700 | $8,985+41.3% | $8,363+51.9% | $6,401+98.4% |
| Admin fee / account holder | $571,583 | $13,781+4047.7% | $11,614+4821.6% | $11,431+4900.4% |