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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 | $171,135 | $167,522+2.2% | $151,639+12.9% | $134,532+27.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.68% | 7.81%-17.5pp | 3.34%-13.0pp | 418.27%-427.9pp |
| Employer contribution / active EE | $18,889 | $6,828+176.6% | $6,165+206.4% | $4,741+298.4% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $18,903 | $13,780+37.2% | $11,613+62.8% | $11,429+65.4% |