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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 | $107,812 | $167,533-35.6% | $151,645-28.9% | $134,545-19.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.19% | 7.81%-26.0pp | 3.34%-21.5pp | 418.37%-436.6pp |
| Employer contribution / active EE | $15,829 | $6,828+131.8% | $6,165+156.7% | $4,742+233.8% |
| Participant deferral / active EE | $15,100 | $8,985+68.1% | $8,363+80.6% | $6,401+135.9% |
| Admin fee / account holder | $334 | $13,781-97.6% | $11,614-97.1% | $11,431-97.1% |