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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 | $171,630 | $167,522+2.5% | $151,639+13.2% | $134,532+27.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.88% | 7.81%-25.7pp | 3.34%-21.2pp | 418.27%-436.1pp |
| Employer contribution / active EE | $11,078 | $6,828+62.2% | $6,165+79.7% | $4,741+133.7% |
| Participant deferral / active EE | $13,815 | $8,986+53.7% | $8,363+65.2% | $6,401+115.8% |
| Admin fee / account holder | $6,285 | $13,780-54.4% | $11,613-45.9% | $11,429-45.0% |