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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 | $170,338 | $82,674+106.0% | $125,381+35.9% | $68,486+148.7% |
| Participation rate | 87.9% | 75.1%+12.8pp | 82.4%+5.5pp | 67.9%+20.0pp |
| Annual return | -18.76% | -5.97%-12.8pp | 572.31%-591.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $12,162 | $3,382+259.6% | $4,815+152.6% | $2,597+368.4% |
| Participant deferral / active EE | $5,219 | $6,111-14.6% | $7,448-29.9% | $4,028+29.6% |
| Admin fee / account holder | $5,173 | $6,277-17.6% | $10,007-48.3% | $5,404-4.3% |