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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 | $187,056 | $167,522+11.7% | $151,639+23.4% | $134,532+39.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.68% | 7.81%-27.5pp | 3.34%-23.0pp | 418.27%-438.0pp |
| Employer contribution / active EE | $15,316 | $6,828+124.3% | $6,165+148.4% | $4,741+223.0% |
| Participant deferral / active EE | $12,050 | $8,986+34.1% | $8,363+44.1% | $6,401+88.3% |
| Admin fee / account holder | $26,708 | $13,780+93.8% | $11,613+130.0% | $11,429+133.7% |