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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 | $213,793 | $167,522+27.6% | $151,639+41.0% | $134,532+58.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.40% | 7.81%-27.2pp | 3.34%-22.7pp | 418.27%-437.7pp |
| Employer contribution / active EE | $4,000 | $6,828-41.4% | $6,165-35.1% | $4,741-15.6% |
| Participant deferral / active EE | $13,500 | $8,986+50.2% | $8,363+61.4% | $6,401+110.9% |
| Admin fee / account holder | $11,004 | $13,780-20.1% | $11,613-5.2% | $11,429-3.7% |