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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 | $121,701 | $167,504-27.3% | $151,628-19.7% | $134,509-9.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.35% | 7.81%-27.2pp | 3.34%-22.7pp | 418.13%-437.5pp |
| Employer contribution / active EE | $13,715 | $6,828+100.9% | $6,165+122.5% | $4,741+189.3% |
| Participant deferral / active EE | $15,770 | $8,985+75.5% | $8,363+88.6% | $6,400+146.4% |
| Admin fee / account holder | $16,686 | $13,779+21.1% | $11,613+43.7% | $11,427+46.0% |