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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 | $124,615 | $167,533-25.6% | $151,645-17.8% | $134,545-7.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.76% | 7.81%-23.6pp | 3.34%-19.1pp | 418.37%-434.1pp |
| Employer contribution / active EE | $11,346 | $6,828+66.2% | $6,165+84.0% | $4,742+139.3% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20,862 | $13,781+51.4% | $11,614+79.6% | $11,431+82.5% |