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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 | $155,518 | $167,504-7.2% | $151,628+2.6% | $134,509+15.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -5.37% | 7.81%-13.2pp | 3.34%-8.7pp | 418.13%-423.5pp |
| Employer contribution / active EE | $17,258 | $6,828+152.8% | $6,165+179.9% | $4,741+264.1% |
| Participant deferral / active EE | $13,656 | $8,985+52.0% | $8,363+63.3% | $6,400+113.4% |
| Admin fee / account holder | $355,279 | $13,779+2478.5% | $11,613+2959.3% | $11,427+3009.2% |