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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 | $131,985 | $167,533-21.2% | $151,645-13.0% | $134,545-1.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.96% | 7.81%-20.8pp | 3.34%-16.3pp | 418.37%-431.3pp |
| Employer contribution / active EE | $18,000 | $6,828+163.6% | $6,165+192.0% | $4,742+279.6% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,568 | $13,781-30.6% | $11,614-17.6% | $11,431-16.3% |