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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 | $117,242 | $82,678+41.8% | $125,391-6.5% | $68,490+71.2% |
| Participation rate | 94.9% | 75.1%+19.8pp | 82.4%+12.5pp | 67.9%+27.0pp |
| Annual return | -16.55% | -5.97%-10.6pp | 572.41%-589.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $6,540 | $3,382+93.4% | $4,816+35.8% | $2,597+151.9% |
| Participant deferral / active EE | $21,900 | $6,111+258.3% | $7,448+194.0% | $4,028+443.7% |
| Admin fee / account holder | $38,982 | $6,277+521.0% | $10,009+289.5% | $5,403+621.5% |