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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 | $119,419 | $82,674+44.4% | $125,363-4.7% | $68,495+74.3% |
| Participation rate | 93.9% | 75.0%+18.9pp | 82.4%+11.6pp | 67.9%+26.0pp |
| Annual return | -17.49% | -5.97%-11.5pp | 572.15%-589.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $9,082 | $3,382+168.6% | $4,815+88.6% | $2,596+249.8% |
| Participant deferral / active EE | $10,291 | $6,111+68.4% | $7,447+38.2% | $4,028+155.5% |
| Admin fee / account holder | $1,527 | $6,276-75.7% | $10,005-84.7% | $5,403-71.7% |