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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 | $59,172 | $167,533-64.7% | $151,645-61.0% | $134,545-56.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.21% | 7.81%-22.0pp | 3.34%-17.5pp | 418.37%-432.6pp |
| Employer contribution / active EE | $4,511 | $6,828-33.9% | $6,165-26.8% | $4,742-4.9% |
| Participant deferral / active EE | $10,738 | $8,985+19.5% | $8,363+28.4% | $6,401+67.7% |
| Admin fee / account holder | $17,353 | $13,781+25.9% | $11,614+49.4% | $11,431+51.8% |