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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 | $93,422 | $167,533-44.2% | $151,645-38.4% | $134,545-30.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.88% | 7.81%-27.7pp | 3.34%-23.2pp | 418.37%-438.2pp |
| Employer contribution / active EE | $22,738 | $6,828+233.0% | $6,165+268.8% | $4,742+379.5% |
| Participant deferral / active EE | $14,260 | $8,985+58.7% | $8,363+70.5% | $6,401+122.8% |
| Admin fee / account holder | $5,128 | $13,781-62.8% | $11,614-55.8% | $11,431-55.1% |