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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 | $167,522+24.5% | $151,639+37.5% | $134,532+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 | 418.27%-438.4pp |
| Employer contribution / active EE | $58,427 | $6,828+755.7% | $6,165+847.7% | $4,741+1132.4% |
| Participant deferral / active EE | $21,387 | $8,986+138.0% | $8,363+155.7% | $6,401+234.1% |
| Admin fee / account holder | $89,596 | $13,780+550.2% | $11,613+671.5% | $11,429+684.0% |