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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 | $172,518 | $82,674+108.7% | $125,381+37.6% | $68,486+151.9% |
| Participation rate | 97.6% | 75.1%+22.5pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -16.24% | -5.97%-10.3pp | 572.31%-588.5pp | -7.85%-8.4pp |
| Employer contribution / active EE | $6,076 | $3,382+79.7% | $4,815+26.2% | $2,597+134.0% |
| Participant deferral / active EE | $14,530 | $6,111+137.8% | $7,448+95.1% | $4,028+260.8% |
| Admin fee / account holder | $10,715 | $6,277+70.7% | $10,007+7.1% | $5,404+98.3% |