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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 | $148,505 | $167,522-11.4% | $151,639-2.1% | $134,532+10.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.21% | 7.81%-20.0pp | 3.34%-15.6pp | 418.27%-430.5pp |
| Employer contribution / active EE | $9,941 | $6,828+45.6% | $6,165+61.2% | $4,741+109.7% |
| Participant deferral / active EE | $11,570 | $8,986+28.8% | $8,363+38.3% | $6,401+80.8% |
| Admin fee / account holder | $16,316 | $13,780+18.4% | $11,613+40.5% | $11,429+42.8% |