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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 | $91,632 | $167,522-45.3% | $151,639-39.6% | $134,532-31.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.23% | 7.81%-19.0pp | 3.34%-14.6pp | 418.27%-429.5pp |
| Employer contribution / active EE | $2,482 | $6,828-63.6% | $6,165-59.7% | $4,741-47.6% |
| Participant deferral / active EE | $10,775 | $8,986+19.9% | $8,363+28.8% | $6,401+68.3% |
| Admin fee / account holder | $1,898 | $13,780-86.2% | $11,613-83.7% | $11,429-83.4% |