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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 | $239,727 | $167,533+43.1% | $151,645+58.1% | $134,545+78.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.91% | 7.81%-28.7pp | 3.34%-24.3pp | 418.37%-439.3pp |
| Employer contribution / active EE | $8,343 | $6,828+22.2% | $6,165+35.3% | $4,742+75.9% |
| Participant deferral / active EE | $8,927 | $8,985-0.6% | $8,363+6.7% | $6,401+39.5% |
| Admin fee / account holder | $10,949 | $13,781-20.5% | $11,614-5.7% | $11,431-4.2% |