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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 | $141,863 | $167,522-15.3% | $151,639-6.4% | $134,532+5.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.60% | 7.81%-22.4pp | 3.34%-17.9pp | 418.27%-432.9pp |
| Employer contribution / active EE | $12,374 | $6,828+81.2% | $6,165+100.7% | $4,741+161.0% |
| Participant deferral / active EE | $16,058 | $8,986+78.7% | $8,363+92.0% | $6,401+150.9% |
| Admin fee / account holder | $18,025 | $13,780+30.8% | $11,613+55.2% | $11,429+57.7% |