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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 | $72,224 | $167,533-56.9% | $151,645-52.4% | $134,545-46.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.83% | 7.81%-22.6pp | 3.34%-18.2pp | 418.37%-433.2pp |
| Employer contribution / active EE | $10,293 | $6,828+50.7% | $6,165+67.0% | $4,742+117.1% |
| Participant deferral / active EE | $8,349 | $8,985-7.1% | $8,363-0.2% | $6,401+30.4% |
| Admin fee / account holder | $100,868 | $13,781+632.0% | $11,614+768.5% | $11,431+782.4% |