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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 | $209,039 | $82,678+152.8% | $125,391+66.7% | $68,490+205.2% |
| Participation rate | 89.6% | 75.1%+14.5pp | 82.4%+7.2pp | 67.9%+21.7pp |
| Annual return | -13.13% | -5.97%-7.2pp | 572.41%-585.5pp | -7.85%-5.3pp |
| Employer contribution / active EE | $3,919 | $3,382+15.9% | $4,816-18.6% | $2,597+50.9% |
| Participant deferral / active EE | $9,971 | $6,111+63.2% | $7,448+33.9% | $4,028+147.6% |
| Admin fee / account holder | $1,061 | $6,277-83.1% | $10,009-89.4% | $5,403-80.4% |