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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 | $154,091 | $167,522-8.0% | $151,639+1.6% | $134,532+14.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.65% | 7.81%-21.5pp | 3.34%-17.0pp | 418.27%-431.9pp |
| Employer contribution / active EE | $11,299 | $6,828+65.5% | $6,165+83.3% | $4,741+138.3% |
| Participant deferral / active EE | $11,528 | $8,986+28.3% | $8,363+37.8% | $6,401+80.1% |
| Admin fee / account holder | $31,148 | $13,780+126.0% | $11,613+168.2% | $11,429+172.5% |