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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 | $243,221 | $167,504+45.2% | $151,628+60.4% | $134,509+80.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.02% | 7.81%-23.8pp | 3.34%-19.4pp | 418.13%-434.2pp |
| Employer contribution / active EE | $2,806 | $6,828-58.9% | $6,165-54.5% | $4,741-40.8% |
| Participant deferral / active EE | $20,847 | $8,985+132.0% | $8,363+149.3% | $6,400+225.7% |
| Admin fee / account holder | $991 | $13,779-92.8% | $11,613-91.5% | $11,427-91.3% |