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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 | $174,341 | $167,533+4.1% | $151,645+15.0% | $134,545+29.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.65% | 7.81%-26.5pp | 3.34%-22.0pp | 418.37%-437.0pp |
| Employer contribution / active EE | $23,843 | $6,828+249.2% | $6,165+286.7% | $4,742+402.9% |
| Participant deferral / active EE | $16,973 | $8,985+88.9% | $8,363+103.0% | $6,401+165.2% |
| Admin fee / account holder | $13,010 | $13,781-5.6% | $11,614+12.0% | $11,431+13.8% |