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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 | $105,422 | $167,533-37.1% | $151,645-30.5% | $134,545-21.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.34% | 7.81%-27.1pp | 3.34%-22.7pp | 418.37%-437.7pp |
| Employer contribution / active EE | $13,969 | $6,828+104.6% | $6,165+126.6% | $4,742+194.6% |
| Participant deferral / active EE | $6,167 | $8,985-31.4% | $8,363-26.3% | $6,401-3.7% |
| Admin fee / account holder | $689 | $13,781-95.0% | $11,614-94.1% | $11,431-94.0% |