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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 | $115,452 | $167,533-31.1% | $151,645-23.9% | $134,545-14.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.15% | 7.81%-25.0pp | 3.34%-20.5pp | 418.37%-435.5pp |
| Employer contribution / active EE | $10,627 | $6,828+55.6% | $6,165+72.4% | $4,742+124.1% |
| Participant deferral / active EE | $3,775 | $8,985-58.0% | $8,363-54.9% | $6,401-41.0% |
| Admin fee / account holder | $949 | $13,781-93.1% | $11,614-91.8% | $11,431-91.7% |