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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 | $223,408 | $167,504+33.4% | $151,628+47.3% | $134,509+66.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.54% | 7.81%-26.3pp | 3.34%-21.9pp | 418.13%-436.7pp |
| Employer contribution / active EE | $22,035 | $6,828+222.7% | $6,165+257.4% | $4,741+364.8% |
| Participant deferral / active EE | $18,539 | $8,985+106.3% | $8,363+121.7% | $6,400+189.6% |
| Admin fee / account holder | $83,144 | $13,779+503.4% | $11,613+616.0% | $11,427+627.6% |