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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 | $136,569 | $167,522-18.5% | $151,639-9.9% | $134,532+1.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.62% | 7.81%-24.4pp | 3.34%-20.0pp | 418.27%-434.9pp |
| Employer contribution / active EE | $15,589 | $6,828+128.3% | $6,165+152.9% | $4,741+228.8% |
| Participant deferral / active EE | $17,546 | $8,986+95.3% | $8,363+109.8% | $6,401+174.1% |
| Admin fee / account holder | $46,282 | $13,780+235.9% | $11,613+298.5% | $11,429+305.0% |