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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 | $56,617 | $167,533-66.2% | $151,645-62.7% | $134,545-57.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.00% | 7.81%-23.8pp | 3.34%-19.3pp | 418.37%-434.4pp |
| Employer contribution / active EE | $3,143 | $6,828-54.0% | $6,165-49.0% | $4,742-33.7% |
| Participant deferral / active EE | $14,795 | $8,985+64.7% | $8,363+76.9% | $6,401+131.1% |
| Admin fee / account holder | $12,608 | $13,781-8.5% | $11,614+8.6% | $11,431+10.3% |