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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 | $186,494 | $167,533+11.3% | $151,645+23.0% | $134,545+38.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.38% | 7.81%-20.2pp | 3.34%-15.7pp | 418.37%-430.7pp |
| Employer contribution / active EE | $11,658 | $6,828+70.7% | $6,165+89.1% | $4,742+145.9% |
| Participant deferral / active EE | $12,809 | $8,985+42.6% | $8,363+53.2% | $6,401+100.1% |
| Admin fee / account holder | $465 | $13,781-96.6% | $11,614-96.0% | $11,431-95.9% |