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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 | $110,590 | $82,678+33.8% | $125,391-11.8% | $68,490+61.5% |
| Participation rate | 98.7% | 75.1%+23.6pp | 82.4%+16.3pp | 67.9%+30.8pp |
| Annual return | -18.22% | -5.97%-12.3pp | 572.41%-590.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $5,523 | $3,382+63.3% | $4,816+14.7% | $2,597+112.7% |
| Participant deferral / active EE | $12,791 | $6,111+109.3% | $7,448+71.7% | $4,028+217.6% |
| Admin fee / account holder | $10,615 | $6,277+69.1% | $10,009+6.1% | $5,403+96.5% |