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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 | $185,356 | $167,533+10.6% | $151,645+22.2% | $134,545+37.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.03% | 7.81%-21.8pp | 3.34%-17.4pp | 418.37%-432.4pp |
| Employer contribution / active EE | $19,407 | $6,828+184.2% | $6,165+214.8% | $4,742+309.3% |
| Participant deferral / active EE | $12,587 | $8,985+40.1% | $8,363+50.5% | $6,401+96.6% |
| Admin fee / account holder | $11,466 | $13,781-16.8% | $11,614-1.3% | $11,431+0.3% |