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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 | $79,813 | $167,522-52.4% | $151,639-47.4% | $134,532-40.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.01% | 7.81%-21.8pp | 3.34%-17.3pp | 418.27%-432.3pp |
| Employer contribution / active EE | $9,787 | $6,828+43.3% | $6,165+58.8% | $4,741+106.4% |
| Participant deferral / active EE | $12,299 | $8,986+36.9% | $8,363+47.1% | $6,401+92.1% |
| Admin fee / account holder | $29,237 | $13,780+112.2% | $11,613+151.8% | $11,429+155.8% |