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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 | $227,992 | $127,387+79.0% | $115,038+98.2% | $125,389+81.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.64% | 31.28%-33.9pp | 26.14%-28.8pp | 282.24%-284.9pp |
| Employer contribution / active EE | $7,963 | $5,166+54.1% | $4,608+72.8% | $4,866+63.6% |
| Participant deferral / active EE | $9,782 | $6,423+52.3% | $6,026+62.3% | $5,352+82.8% |
| Admin fee / account holder | $24,332 | $9,516+155.7% | $8,175+197.6% | $9,541+155.0% |