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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 | $193,247 | $167,533+15.3% | $151,645+27.4% | $134,545+43.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.08% | 7.81%-24.9pp | 3.34%-20.4pp | 418.37%-435.4pp |
| Employer contribution / active EE | $9,512 | $6,828+39.3% | $6,165+54.3% | $4,742+100.6% |
| Participant deferral / active EE | $11,064 | $8,985+23.1% | $8,363+32.3% | $6,401+72.8% |
| Admin fee / account holder | $9,526 | $13,781-30.9% | $11,614-18.0% | $11,431-16.7% |