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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 | $199,138 | $127,387+56.3% | $115,038+73.1% | $125,389+58.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.94% | 31.28%-34.2pp | 26.14%-29.1pp | 282.24%-285.2pp |
| Employer contribution / active EE | $9,719 | $5,166+88.1% | $4,608+110.9% | $4,866+99.7% |
| Participant deferral / active EE | $8,000 | $6,423+24.6% | $6,026+32.7% | $5,352+49.5% |
| Admin fee / account holder | $767 | $9,516-91.9% | $8,175-90.6% | $9,541-92.0% |