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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 | $212,211 | $82,674+156.7% | $125,381+69.3% | $68,486+209.9% |
| Participation rate | 97.7% | 75.1%+22.6pp | 82.4%+15.3pp | 67.9%+29.8pp |
| Annual return | -15.79% | -5.97%-9.8pp | 572.31%-588.1pp | -7.85%-7.9pp |
| Employer contribution / active EE | $7,571 | $3,382+123.9% | $4,815+57.2% | $2,597+191.6% |
| Participant deferral / active EE | $6,088 | $6,111-0.4% | $7,448-18.3% | $4,028+51.2% |
| Admin fee / account holder | $811 | $6,277-87.1% | $10,007-91.9% | $5,404-85.0% |