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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 | $230,043 | $167,522+37.3% | $151,639+51.7% | $134,532+71.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.91% | 7.81%-20.7pp | 3.34%-16.3pp | 418.27%-431.2pp |
| Employer contribution / active EE | $25,493 | $6,828+273.4% | $6,165+313.5% | $4,741+437.7% |
| Participant deferral / active EE | $23,920 | $8,986+166.2% | $8,363+186.0% | $6,401+273.7% |
| Admin fee / account holder | $25,626 | $13,780+86.0% | $11,613+120.7% | $11,429+124.2% |