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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 | $195,774 | $167,353+17.0% | $143,797+36.1% | $134,545+45.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.91% | 0.48%-16.4pp | -0.04%-15.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $10,096 | $5,620+79.6% | $4,952+103.9% | $4,742+112.9% |
| Participant deferral / active EE | $8,830 | $6,447+37.0% | $5,638+56.6% | $6,401+37.9% |
| Admin fee / account holder | $21,906 | $18,096+21.1% | $14,679+49.2% | $11,431+91.6% |