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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 | $234,062 | $167,522+39.7% | $151,639+54.4% | $134,532+74.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.19% | 7.81%-18.0pp | 3.34%-13.5pp | 418.27%-428.5pp |
| Employer contribution / active EE | $9,600 | $6,828+40.6% | $6,165+55.7% | $4,741+102.5% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,117 | $13,780-91.9% | $11,613-90.4% | $11,429-90.2% |