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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 | $206,936 | $105,867+95.5% | $90,760+128.0% | $134,532+53.8% |
| Participation rate | 89.5% | 78.3%+11.2pp | 75.7%+13.8pp | 81.2%+8.2pp |
| Annual return | -18.09% | -10.99%-7.1pp | -12.16%-5.9pp | 418.27%-436.4pp |
| Employer contribution / active EE | $5,615 | $3,464+62.1% | $2,922+92.2% | $4,741+18.4% |
| Participant deferral / active EE | $12,426 | $5,217+138.2% | $4,565+172.2% | $6,401+94.1% |
| Admin fee / account holder | $8,106 | $13,936-41.8% | $8,444-4.0% | $11,429-29.1% |