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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 | $181,053 | $82,674+119.0% | $125,381+44.4% | $68,486+164.4% |
| Participation rate | 91.7% | 75.1%+16.6pp | 82.4%+9.3pp | 67.9%+23.8pp |
| Annual return | -14.78% | -5.97%-8.8pp | 572.31%-587.1pp | -7.85%-6.9pp |
| Employer contribution / active EE | $5,705 | $3,382+68.7% | $4,815+18.5% | $2,597+119.7% |
| Participant deferral / active EE | $10,085 | $6,111+65.0% | $7,448+35.4% | $4,028+150.4% |
| Admin fee / account holder | $11,273 | $6,277+79.6% | $10,007+12.6% | $5,404+108.6% |