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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 | $151,404 | $167,522-9.6% | $151,639-0.2% | $134,532+12.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.42% | 7.81%-21.2pp | 3.34%-16.8pp | 418.27%-431.7pp |
| Employer contribution / active EE | $6,250 | $6,828-8.5% | $6,165+1.4% | $4,741+31.8% |
| Participant deferral / active EE | $18,000 | $8,986+100.3% | $8,363+115.2% | $6,401+181.2% |
| Admin fee / account holder | $15,301 | $13,780+11.0% | $11,613+31.8% | $11,429+33.9% |