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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 | $121,208 | $82,686+46.6% | $125,401-3.3% | $68,494+77.0% |
| Participation rate | 97.8% | 75.1%+22.7pp | 82.4%+15.4pp | 67.9%+29.9pp |
| Annual return | -15.23% | -5.97%-9.3pp | 572.53%-587.8pp | -7.86%-7.4pp |
| Employer contribution / active EE | $11,084 | $3,381+227.8% | $4,816+130.2% | $2,597+326.9% |
| Participant deferral / active EE | $13,916 | $6,112+127.7% | $7,448+86.8% | $4,028+245.5% |
| Admin fee / account holder | $18,840 | $6,278+200.1% | $10,008+88.3% | $5,403+248.7% |