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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 | $248,207 | $167,533+48.2% | $151,645+63.7% | $134,545+84.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.16% | 7.81%-16.0pp | 3.34%-11.5pp | 418.37%-426.5pp |
| Employer contribution / active EE | $7,680 | $6,828+12.5% | $6,165+24.6% | $4,742+62.0% |
| Participant deferral / active EE | $13,364 | $8,985+48.7% | $8,363+59.8% | $6,401+108.8% |
| Admin fee / account holder | $1,069 | $13,781-92.2% | $11,614-90.8% | $11,431-90.7% |