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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 | $241,154 | $167,522+44.0% | $151,639+59.0% | $134,532+79.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.37% | 7.81%-21.2pp | 3.34%-16.7pp | 418.27%-431.6pp |
| Employer contribution / active EE | $9,149 | $6,828+34.0% | $6,165+48.4% | $4,741+93.0% |
| Participant deferral / active EE | $10,968 | $8,986+22.1% | $8,363+31.1% | $6,401+71.4% |
| Admin fee / account holder | $3,124 | $13,780-77.3% | $11,613-73.1% | $11,429-72.7% |