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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 | $198,253 | $82,678+139.8% | $125,391+58.1% | $68,490+189.5% |
| Participation rate | 85.7% | 75.1%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -16.29% | -5.97%-10.3pp | 572.41%-588.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $10,174 | $3,382+200.8% | $4,816+111.3% | $2,597+291.8% |
| Participant deferral / active EE | $9,981 | $6,111+63.3% | $7,448+34.0% | $4,028+147.8% |
| Admin fee / account holder | $10,368 | $6,277+65.2% | $10,009+3.6% | $5,403+91.9% |