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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 | $121,527 | $82,674+47.0% | $125,381-3.1% | $68,486+77.4% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | -15.61% | -5.97%-9.6pp | 572.31%-587.9pp | -7.85%-7.8pp |
| Employer contribution / active EE | $5,953 | $3,382+76.0% | $4,815+23.6% | $2,597+129.2% |
| Participant deferral / active EE | $10,608 | $6,111+73.6% | $7,448+42.4% | $4,028+163.4% |
| Admin fee / account holder | $11,611 | $6,277+85.0% | $10,007+16.0% | $5,404+114.9% |