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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 | $133,313 | $167,522-20.4% | $151,639-12.1% | $134,532-0.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.84% | 7.81%-21.6pp | 3.34%-17.2pp | 418.27%-432.1pp |
| Employer contribution / active EE | $13,397 | $6,828+96.2% | $6,165+117.3% | $4,741+182.6% |
| Participant deferral / active EE | $10,717 | $8,986+19.3% | $8,363+28.1% | $6,401+67.4% |
| Admin fee / account holder | $9,917 | $13,780-28.0% | $11,613-14.6% | $11,429-13.2% |