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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 | $99,925 | $167,522-40.4% | $151,639-34.1% | $134,532-25.7% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -15.08% | 7.81%-22.9pp | 3.34%-18.4pp | 418.27%-433.3pp |
| Employer contribution / active EE | $13,516 | $6,828+97.9% | $6,165+119.2% | $4,741+185.1% |
| Participant deferral / active EE | $7,194 | $8,986-19.9% | $8,363-14.0% | $6,401+12.4% |
| Admin fee / account holder | $98,253 | $13,780+613.0% | $11,613+746.0% | $11,429+759.7% |