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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 | $220,353 | $167,522+31.5% | $151,639+45.3% | $134,532+63.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.32% | 7.81%-24.1pp | 3.34%-19.7pp | 418.27%-434.6pp |
| Employer contribution / active EE | $6,082 | $6,828-10.9% | $6,165-1.3% | $4,741+28.3% |
| Participant deferral / active EE | $12,009 | $8,986+33.6% | $8,363+43.6% | $6,401+87.6% |
| Admin fee / account holder | $793 | $13,780-94.2% | $11,613-93.2% | $11,429-93.1% |