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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 | $124,131 | $167,504-25.9% | $151,628-18.1% | $134,509-7.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.42% | 7.81%-25.2pp | 3.34%-20.8pp | 418.13%-435.6pp |
| Employer contribution / active EE | $11,691 | $6,828+71.2% | $6,165+89.6% | $4,741+146.6% |
| Participant deferral / active EE | $14,804 | $8,985+64.8% | $8,363+77.0% | $6,400+131.3% |
| Admin fee / account holder | $29,870 | $13,779+116.8% | $11,613+157.2% | $11,427+161.4% |