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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 | $184,853 | $167,533+10.3% | $151,645+21.9% | $134,545+37.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.78% | 7.81%-23.6pp | 3.34%-19.1pp | 418.37%-434.1pp |
| Employer contribution / active EE | $7,044 | $6,828+3.2% | $6,165+14.3% | $4,742+48.6% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $324 | $13,781-97.6% | $11,614-97.2% | $11,431-97.2% |