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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 | $173,435 | $167,533+3.5% | $151,645+14.4% | $134,545+28.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.41% | 7.81%-20.2pp | 3.34%-15.7pp | 418.37%-430.8pp |
| Employer contribution / active EE | $25,711 | $6,828+276.5% | $6,165+317.0% | $4,742+442.2% |
| Participant deferral / active EE | $15,777 | $8,985+75.6% | $8,363+88.7% | $6,401+146.5% |
| Admin fee / account holder | $256,838 | $13,781+1763.8% | $11,614+2111.5% | $11,431+2146.9% |