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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 | $93,234 | $167,533-44.3% | $151,645-38.5% | $134,545-30.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.30% | 7.81%-18.1pp | 3.34%-13.6pp | 418.37%-428.7pp |
| Employer contribution / active EE | $7,735 | $6,828+13.3% | $6,165+25.5% | $4,742+63.1% |
| Participant deferral / active EE | $8,594 | $8,985-4.4% | $8,363+2.8% | $6,401+34.3% |
| Admin fee / account holder | $36,807 | $13,781+167.1% | $11,614+216.9% | $11,431+222.0% |