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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 | $183,446 | $167,522+9.5% | $151,639+21.0% | $134,532+36.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.15% | 7.81%-16.0pp | 3.34%-11.5pp | 418.27%-426.4pp |
| Employer contribution / active EE | $6,237 | $6,828-8.6% | $6,165+1.2% | $4,741+31.6% |
| Participant deferral / active EE | $13,650 | $8,986+51.9% | $8,363+63.2% | $6,401+113.3% |
| Admin fee / account holder | $7,325 | $13,780-46.8% | $11,613-36.9% | $11,429-35.9% |