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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 | $208,510 | $167,504+24.5% | $151,628+37.5% | $134,509+55.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.13% | 7.81%-27.9pp | 3.34%-23.5pp | 418.13%-438.3pp |
| Employer contribution / active EE | $58,427 | $6,828+755.7% | $6,165+847.7% | $4,741+1132.5% |
| Participant deferral / active EE | $21,387 | $8,985+138.0% | $8,363+155.7% | $6,400+234.2% |
| Admin fee / account holder | $89,596 | $13,779+550.3% | $11,613+671.5% | $11,427+684.1% |