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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 | $144,217 | $167,533-13.9% | $151,645-4.9% | $134,545+7.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.45% | 7.81%-27.3pp | 3.34%-22.8pp | 418.37%-437.8pp |
| Employer contribution / active EE | $9,239 | $6,828+35.3% | $6,165+49.9% | $4,742+94.8% |
| Participant deferral / active EE | $13,137 | $8,985+46.2% | $8,363+57.1% | $6,401+105.2% |
| Admin fee / account holder | $51,497 | $13,781+273.7% | $11,614+343.4% | $11,431+350.5% |