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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 | $177,865 | $167,522+6.2% | $151,639+17.3% | $134,532+32.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.40% | 7.81%-25.2pp | 3.34%-20.7pp | 418.27%-435.7pp |
| Employer contribution / active EE | $24,263 | $6,828+255.4% | $6,165+293.6% | $4,741+411.8% |
| Participant deferral / active EE | $12,102 | $8,986+34.7% | $8,363+44.7% | $6,401+89.1% |
| Admin fee / account holder | $23,071 | $13,780+67.4% | $11,613+98.7% | $11,429+101.9% |