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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 | $89,326 | $167,504-46.7% | $151,628-41.1% | $134,509-33.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.14% | 7.81%-25.9pp | 3.34%-21.5pp | 418.13%-436.3pp |
| Employer contribution / active EE | $9,150 | $6,828+34.0% | $6,165+48.4% | $4,741+93.0% |
| Participant deferral / active EE | $20,500 | $8,985+128.2% | $8,363+145.1% | $6,400+220.3% |
| Admin fee / account holder | $463 | $13,779-96.6% | $11,613-96.0% | $11,427-95.9% |