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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 | $167,641 | $82,674+102.8% | $125,381+33.7% | $68,486+144.8% |
| Participation rate | 97.8% | 75.1%+22.7pp | 82.4%+15.4pp | 67.9%+29.9pp |
| Annual return | -13.21% | -5.97%-7.2pp | 572.31%-585.5pp | -7.85%-5.4pp |
| Employer contribution / active EE | $11,066 | $3,382+227.2% | $4,815+129.8% | $2,597+326.2% |
| Participant deferral / active EE | $12,811 | $6,111+109.6% | $7,448+72.0% | $4,028+218.1% |
| Admin fee / account holder | $7,807 | $6,277+24.4% | $10,007-22.0% | $5,404+44.5% |