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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 | $109,800 | $167,504-34.4% | $151,628-27.6% | $134,509-18.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.86% | 7.81%-20.7pp | 3.34%-16.2pp | 418.13%-431.0pp |
| Employer contribution / active EE | $6,672 | $6,828-2.3% | $6,165+8.2% | $4,741+40.7% |
| Participant deferral / active EE | $18,709 | $8,985+108.2% | $8,363+123.7% | $6,400+192.3% |
| Admin fee / account holder | $1,863 | $13,779-86.5% | $11,613-84.0% | $11,427-83.7% |