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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 | $209,523 | $167,503+25.1% | $151,627+38.2% | $134,493+55.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.83% | 7.80%-17.6pp | 3.33%-13.2pp | 418.01%-427.8pp |
| Employer contribution / active EE | $11,252 | $6,829+64.8% | $6,166+82.5% | $4,740+137.4% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,174 | $13,777-84.2% | $11,612-81.3% | $11,425-81.0% |