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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 | $210,775 | $82,678+154.9% | $125,391+68.1% | $68,490+207.7% |
| Participation rate | 95.3% | 75.1%+20.3pp | 82.4%+13.0pp | 67.9%+27.5pp |
| Annual return | -11.78% | -5.97%-5.8pp | 572.41%-584.2pp | -7.85%-3.9pp |
| Employer contribution / active EE | $9,335 | $3,382+176.0% | $4,816+93.9% | $2,597+259.5% |
| Participant deferral / active EE | $8,828 | $6,111+44.5% | $7,448+18.5% | $4,028+119.2% |
| Admin fee / account holder | $13,581 | $6,277+116.4% | $10,009+35.7% | $5,403+151.4% |