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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 | $213,696 | $82,674+158.5% | $125,381+70.4% | $68,486+212.0% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | -13.67% | -5.97%-7.7pp | 572.31%-586.0pp | -7.85%-5.8pp |
| Employer contribution / active EE | $12,600 | $3,382+272.6% | $4,815+161.7% | $2,597+385.3% |
| Participant deferral / active EE | $15,948 | $6,111+161.0% | $7,448+114.1% | $4,028+296.0% |
| Admin fee / account holder | $717 | $6,277-88.6% | $10,007-92.8% | $5,404-86.7% |