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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 | $164,232 | $95,915+71.2% | $79,580+106.4% | $134,532+22.1% |
| Participation rate | 92.9% | 75.0%+17.8pp | 69.5%+23.4pp | 81.2%+11.6pp |
| Annual return | -6.87% | -2.71%-4.2pp | 0.15%-7.0pp | 418.27%-425.1pp |
| Employer contribution / active EE | $11,151 | $3,129+256.4% | $2,413+362.0% | $4,741+135.2% |
| Participant deferral / active EE | $3,964 | $4,693-15.5% | $3,985-0.5% | $6,401-38.1% |
| Admin fee / account holder | $15,349 | $9,132+68.1% | $6,835+124.6% | $11,429+34.3% |